Export Activity Notes Per Job/Contact
It would be nice to be able to export all of the notes for a job/contact to something that is easy to email (word, csv, etc). We use jobnimbus as adjusters and oftentimes we need to export all the notes to add to the file as evidence that a call has been made or email received, email sent, content, etc etc. Thanks.
You can do this right now by creating a Document Template and simply adding the template field for User Created Activity. Here are the steps:
1. Go to your Settings and find the Templates tab.
2. Use the Add Template button to create a Document template.
3. In the “Insert Template Field” menu from the toolbar, find “Activity” and then choose “User Created Activity”.
4. Call this document “User Created Activity” or “Activity Notes Export”, whatever would best help you remember this.
5. Click Save.
To generate this document to get your notes, go to the Contact or Job that you need the activity notes exported and do the following:
1. From the contact or job’s action menu (gear icon) choose “Create Document”
2. In the Design Template field, choose the new template you created.
3. Then click “Save”.
You’ll then see how this activity fits into your created document. It will compile your activity list with timestamps and everything so you have a record for evidence or other purposes. You can also add more info to this document, but this is the base.
Enjoy!