Ability to export the Notes when pulling an Action list

It's not currently possible to export the Action Notes themselves directly from NXT, but it can be viewed in the NXT report.  It would be helpful to be able to export this information.

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  • May 29 2018
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  • Stephanie Toms commented
    October 13, 2020 13:14

    Agreed! It seems crazy to me that what can be viewed on the NXT list screen, cannot then be exported. What good is an action export that doesn't show the detailed action notes?

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  • Crystal Shreve commented
    July 20, 2018 22:45

    I agree - it appears in webview. When my MGO has to meet w/ someone not using RE (or computers really...) regarding prospects' prior/upcoming actions, she can't export to excel what these are - just that they have a phone call or meeting.

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