Need ability to capture notes section in the Excel (CSV) export file
Would like the ability to write a 1 sentence blurb about the property in question and when exporting my data to see this 1 sentence blurb.
Comments: 17
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05 Apr, '22
Nate Dunlevy System MergedHighlighted comment
"Include NOTE fields in the EXPORT spreadsheet" (suggested by Rad Rob on 2021-11-18), including upvotes (2) and comments (0), was merged into this suggestion. -
06 Jan, '20
elise@dealmachine.com System"Download NOTES with .csv" (suggested by Nick on 2019-12-11), including upvotes (1) and comments (0), was merged into this suggestion.
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23 Mar, '20
elise@dealmachine.com System"Notes" (suggested by eli haliva on 2020-03-02), including upvotes (1) and comments (0), was merged into this suggestion.
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28 May, '20
Kish I MergedWould love the feature to be able to see notes i took about each property when driving when I export the data into a spreadsheet out of DM. When I export this data into my dialer, I want to see if the property is land/sf/multi family because for me the scripts are different.
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30 Jun, '20
Johnny McCune MergedThe current tags button is so small it took me days to find. And the accuracy it takes to correctly hit the button makes it unusable while on the move. Please make this button 3x larger. Thanks!
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13 Jul, '20
elise@dealmachine.com System"Make notes available when exporting leads" (suggested by Ebonye White on 2020-07-12), including upvotes (0) and comments (0), was merged into this suggestion.
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19 Jul, '20
Thomas MergedIt would be really helpful if notes were exported in a column as well. I take notes on every property I add, so that information is important.
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19 Jun, '21
Doug Aguilar MergedWe can export all of the other data except the most important thing.... NOTES! It’d be great if we could export the notes along with the other data, as some of us use DealMachine as a CRM. It’s designed as a CRM so the need to export notes is a must.
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23 Jun, '21
Nate Dunlevy System Merged"EXPORTING NOTES IS NEEDED" (suggested by Doug Aguilar on 2021-06-19), including upvotes (1) and comments (0), was merged into this suggestion.
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23 Jun, '21
Nate Dunlevy System"Export Notes in Excel" (suggested by Thomas on 2020-07-19), including upvotes (2) and comments (2), was merged into this suggestion.
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18 Nov, '21
Rad Rob MergedExports do not currently include notes. What a painful discovery. Thank you!
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24 Feb, '22
Dan Regan System Merged"Be able to download the notes" (suggested by Kev on 2020-04-28), including upvotes (1) and comments (0), was merged into this suggestion.
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05 Apr, '22
Nate Dunlevy System"ADD NOTES WHEN EXPORTING DATA" (suggested by Kish I on 2020-05-28), including upvotes (4) and comments (4), was merged into this suggestion.
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19 Mar, '24
Dan Regan System"add a quick tag button next to address. Also allow notes and property tags to be exported" (suggested by <Hidden> on 2019-12-13), including upvotes (4) and comments (1), was merged into this suggestion.
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04 Dec, '24
Eric MergedIt would be super helpful to be able to zap a contact's notes to RESIMPLI. I can do this from call tools to Resimpli.
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06 Dec, '24
Dan Regan System"The ability to move notes from when on the dialer at DM to a CRM along with contact info." (suggested by <Hidden> on 2024-12-04), including upvotes (1) and comments (0), was merged into this suggestion.