Add the ability to export Notes and Activities for Contacts, Companies and Deals
It would be great to export notes for contacts, companies and deals to have backup documentation of the work.
this is important for us too. Any idea when "Under Review" will be bumped to "Planned"?
Is there still no news on this? Agreed, a top priority. I'm in the process of reviewing my company's CRM choice for next year and not sure if I can remain with Nimble if this is not a priority.
If export exists for Companies, People and Deals then it shouldn't be an issue to do the same for Activities and Notes.
Very much a top requirement for me and my business is this ability - to be able to export notes and activities. This feature needs top priority
Agreed. Where are we on this one?
Roxana MacDonald commented
It is critical for our business, in particular our Sales Team, to be able to export notes and history. As per some of the comments below it makes the difference between considering Nimble as a temporary or permanent solution.
Hope this feature is prioritised in 2015. Thanks!
We also need the ability to export history and notes, it is the one thing that stands in the way of thinking of Nimble as a long term solution
Hi Joseph. We are sincerely hoping that this is now your top priority for 2015. We spend too much time doubling up on reports. Surely if we are inputting information into the client contact, you should be able to export it into some form of a document that can be used as a sales report at the end of the week.
Please pt this at the top of your list of "To Do's" for 2015 and I look forward to hearing from you.
Hi, this is something we will consider in 2015.
I see this feature is under review. Is there an ETA on when it might be available, please? I have clients who are interested in Nimble, but would like to be able to export historic activity about their Contacts - including Notes. Would be great to have that as an option!
Lex van Sonderen commented
Export is the prime go-nogo demand for our organization: if we cannot get our data back, we will not put it in saas tool.
How can a serious company choose to use Nimble if they cannot get their data back some day in the future?
Our business needs it to go further than just an export of all the information - it needs to be custom reporting as per my request here:
and all the comments on this 'completed' request:
I agree. I often have to export a group of people for review on a proposal. Very helpful to see notes and activities for contacts; especially when several users are interacting with a contact.