Exporting Comments

Posted on by Kim Hvidkjaer

Comments are written communications posted on records in Simply CRM. When you export records in your Simply CRM, you also might want to have comments posted on those records in the export file, too. The default export feature doesn’t offer you the ability to transfer comments. That’s not the end of the story. You can export your records, and comments associated with them with the help of Reports feature in Simply CRM.

Here’s how to export your comments through Reports

  1. Click Reports tab. You can find it under All dropdown
  2. Click Add Report
  3. You have following options while exporting comments
    1. If Comments is all what you want to export, select Comments as Primary Module
    2. If you’d like to export comments related to any particular module, say Leads, select Leads as Primary Module and Comments in Select Related Modules
  4. Click Next

CommentsReports.png

5. Now select the fields(columns) you’d like to export alongside Comments

CommentsColumns.png

6. Click Next
7. Add a filter condition, if required
8. Click Generate Report
9. You can export your comments either in CSV or XLSX by clicking on corresponding icons in the top right.