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Exporting providers' notes

lucia gutierrez 5 years ago in Something Else • updated 5 years ago • 2

Hello,

Is there a way that we can export the notes from all of our providers? We have tried exporting the providers, but it just gives us a list with very limited information. We would be interested in getting at least the name of the provider, notes, and any feedback that they've received.

Thanks!

+1
marlen schrader 5 years ago

Have you tried creating a view with the name, HR notes, notes, evaluation? You should be able to set up a view with all the information you need and export it afterwards as csv file.

lucia gutierrez 5 years ago

Yes, it works. Thanks a lot, Marien :)

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