A new menu has been created called ‘Note File Dump’ and can be found within the Toolbox menu. This great tool gives sites the ability to create a ‘CSV’ file output of existing Notes found on a record within Customer/ Product/ Supplier Maintenance screens. Simply select Customer/Product/Supplier, enter a Filename and select a destination.
File Headings include:
Customer :
- Account Number
- Account Type
- Note Type
- Note
Product :
- Product ID
- Note Type
- Note
Supplier :
- Supplier Number
- Note Type
- Note
Note: Entering a Filename and clicking create, will store the file within the site Docs drive.