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Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

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How-to — task-oriented recipe.
Export Methods (3 options):

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Method 1: Export from Lists

  1. Open list → “Export” icon → “Export all notes in view”
  2. Includes: Notes + synced calendar notes + logged interactions
  3. Scope: Only entries visible in current saved view
  4. Delivery: Email notification with CSV download link
  5. CSV Columns: Entity name, note author, date created, note content, associated entities

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Method 2: Export from Profile Pages

  1. Open profile → Dropdown arrow (top-right) → “Export notes”
  2. Includes: All notes for that entity + synced calendar notes + logged interactions
  3. Immediate download (no email)

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Method 3: Export All Notes (Enterprise Admins Only)

  1. Settings → “Export Data” tab → “Export all notes I have access to”
  1. Includes: All notes admin has access to (respects sharing permissions)
  2. Delivery: Email notification with download link
Use Cases: Data migration, Executive reporting, Compliance/audit, Backup, Analysis in Excel

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Screenshots