A customer asked us for their tasks as a table, not only in their calendar, and for the whole history with each of their customers. So Export to CSV now reaches Tasks and History: your work, and everything that happened with a customer, can go into a spreadsheet.
Tasks and notifications
- Export to CSV sits above the tabs, on the Priority row, with four files: This view, All open tasks, Done, last 30 days, and All tasks, open and done.
- No file stops where the list does: the list on the screen stops at 200 tasks, a file holds every one.
- Each file keeps the Whose and Priority you chose.
- The columns are Tab, Task, Type, Due, Time, Result, Happened on, Priority, Company, Person, Deal, Repeats, Made by and Notes, and in a team also Done by and For.
- Notes holds the task's own notes and every note recorded on it, whole, newest first.
History
- In Menu > History, Export to CSV beside the count downloads every entry your filters leave, not only the rows on the screen.
- Message and Note are two columns, each with the whole text.
- A company's or a person's History tab has its own Export to CSV, beside All history. A company's holds everyone at it.
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