Export history notes

Discussion of the "CRM" module
Post Reply
smurf
Posts: 1
Joined: Thu Oct 24, 2019 1:20 pm

Export history notes

Post by smurf » Thu Oct 24, 2019 1:27 pm

Hello,
It would be very useful to be able to export, for a given period, all the history notes for all contacts that have had new history notes.
This seems like a normal requirement for a CRM, in order to be able to understand the activity attached to a contact, but I do not understand how it could be done with OnlyOffice.
If it is not possible can I suggest that this feature could be added, as it also seems impossible for a user to generate custom requests.
Thanks.
RS

Kate
Posts: 248
Joined: Mon Feb 09, 2015 11:17 am

Re: Export history notes

Post by Kate » Thu Oct 31, 2019 7:41 am

Hello,

At the moment, there is option to export all the CRM data. To do that, move to CRM module > Common Settings > Export of All Data > generate and download a *.zip file, which will contain all the data including history notes. You can read the detailed instruction here: https://helpcenter.onlyoffice.com/tipst ... xport.aspx. If necessary, you can edit the output CSV file using ONLYOFFICE Spreadsheet Editor

Post Reply