01-03-2023 01:05 PM - last edited on 05-10-2023 01:04 AM by LBabayan
I have a customer who needs to be able to export all of the histories (notes) for their clients to put in their other system. They use it to track warranties and service agreements. Currently, I can't seem to find a way to export this information. Do I need a custom report to get this data? It's there, so I should be able to get it somehow. Thank you.
Solved! Go to Solution.
01-05-2023 04:02 AM
Hi @Bilious,
I have reviewed the custom reporting and also checked this with the product team, there is no available report that will export notes from customer records.
I would encourage you to share this idea with our Product team here to add to custom reporting KPIs: https://community.servicetitan.com/t5/Ideas/bd-p/ideas
Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so others can upvote your idea!
01-05-2023 04:02 AM
Hi @Bilious,
I have reviewed the custom reporting and also checked this with the product team, there is no available report that will export notes from customer records.
I would encourage you to share this idea with our Product team here to add to custom reporting KPIs: https://community.servicetitan.com/t5/Ideas/bd-p/ideas
Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so others can upvote your idea!