You can use this App to view, organize, and edit all Notes related activities.
Edition Qualifier: The filter feature is available in all servis.ai Editions.
User Permissions: This feature is available for all users in servis.ai.
Navigate to Notes
Go to Activities > Notes > All Notes
Filters and Views
You can filter your Event Logs. You can create custom views so that you’re only seeing the logs you need or want to see.
Learn more here:
You can also change your view the same way you can with other apps in servis.ai. The available views are listed below. Learn more about each view:
Save View
If you have applied some filters or even performed a specific search within your Events, you can save it as a View, for quick access. Learn more about each view:
Saved Views
Export Notes
Exporting your Event Logs is really simple. Just click the 3 dots icon and click ‘Export CSV’ or ‘Print to PDF’.
You have the option to export all your data or use filters and searches to narrow down the information to be exported. You can even opt to download the information of a single type if you need to.
Import Notes
You can import notes via the import wizard. See the article about importing your data into servis.ai for more information.
