Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!

Libby McCord
Libby McCord Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1
Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
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  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 2022 #2

    Hi @Libby McCord ! 

    You can export Deal Notes from Tools and Apps > Export Data, but unfortunately there's no way to filter them using any other criteria than date of creation of the note. What you can do with the spreadsheet you download from there is order them by Deal name and Note date, so that the most recent notes show up top.

    I will forward your feedback to our team internally, thank you for your contribution!

    https://community.pipedrive.com/user/libby_mccord
  • RobYourLender
    RobYourLender Member Posts: 3 VERIFIED MEMBER
    First Comment
    #3

    There are a lot of threads asking for this. When will this feature be added?

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