Hi everyone,
My first question - and I promise I searched the forums and saw some related questions, but nothing that I could directly apply.
We would like to export all the notes and documents attached to each and any company, contact or opportunity (not leads) and we are hoping not to have to check each one separately - frankly we can't!
Excel would be the ideal platform for the export.
Is there a custom report that we can make to do this, or some other way to do it?
Thanks
teresa