- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
How do I export all the notes entered within a customer's profile?
How do I export all the notes that have been entered within a customer's profile? These are not transaction or point of sale notes. As a massage therapist, I enter a client note after each appointment that I would like to export to have available for printing if necessary. The fields that I can currently export are the default fields initially available when creating customer profiles plus the additional fields I created. I can enter the client notes through the customer profile, but that field is not showing as an option for export.
- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Hey there, @camillebaughman -
Thank you for reaching out about being able to export your Customer notes. Currently this is a Feature Request, so it cannot be done.
The only way to get that information would be to click on each customer individually and see their note.
I appreciate you taking the time coming back to post in the Community and I am happy to get this over to our Product Team.
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
I know how to export customer information into a csv file; but one part that does not export is the Notes section within a customer's file. Is there a way to export the Notes when exporting the customer information?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Looks like exporting customer notes is not doable according to this thread. @rendalobello
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report