Export Notes

You may export your contact notes at any time by following these easy steps.

1. Go to Settings, Export Data.

 

2. Choose All Contacts Notes or just those in ClientTouch and click Export Notes.

 

3. Click the Export Notes button to save your notes file.

A file called Notes.csv will be downloaded. 

 

It is a good idea to export your contact notes periodically so that you have them as a back-up if you need to access them offline.

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