Working with notes in Sell

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5 Comments

  • Taylor Choonhaurai

    When I export Note data, are the tags exported with them in a column? We are currently not using Notes but we find the Excel spreadsheets to be helpful and I would like to be able to filter down data using tags. Thank you!

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  • Katie Dougherty
    Zendesk Community Team

    Hi Taylor Choonhaurai,

    Thanks for reaching out!

    Admins can export all available data on Sell Notes through a full account export in their Settings. The full account export includes 6 files, one of the files titled "Notes." You will be given the file in CSV format but you can always open the file using Excel if that is the best way for you to view the spreadsheet. 

    However, you are correct that there will not be a column of Note Tags in that spreadsheet. To export Note Tags from your Sell account, use the Notes API tags attribute

    Feel free to also post in the Sell feedback section and follow our Product Announcements page for updates to this functionality :) 

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  • Rami Koivisto

    I wish to add a Smart List with Starred Notes only. It's not so handy to view from Activity Feed as I have all needed on My Dashboard view. Because at times it is more natural for me to have a Note than a Task (in Tasks there is no space for any notes, only name of Task).

    Is that possible?

     

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  • Mackenzie Krueger
    Zendesk Customer Advocate

    Hello Rami,

    That is a good question! Unfortunately, that is not a feature of smart list communication filters.

    Kenzie K | Sell Customer Advocate |
    Contacting the Zendesk support team

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  • Rami Koivisto

    What a pity! So, twinkle, twinkle, little star, makes me wish there would be unbound Notes too. Surely Notes should have possibility to link certain Deal or Contact. Plus Notes icon on menubar :)

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