Exporting Notes

Quick Steps: Members > Export > Notes Export

Notes allow you to track additional comments and information with a member's record. You can view notes in the member record, or you can export all members who have a note with a certain Note Type using the Notes Export.

1. Within the Management Console, select Members from the top menu, then Export from the left menu.

2. Click Notes Export from the expanded left menu.

3. Select the required Note Type from the dropdown menu, as well as selecting a date range that the notes were created on, if applicable.

4. Select an Export Template, or leave on Select Export Template to export all fields. Click Next.

5. Click Export to export the file out into Excel or your spreadsheet program.