Hi Holiday,

Customer notes are in a data file separate to the customer list. Therefore you won't be able to put a note onto the customer grid, with or without filters. Is this what you are looking to do with notes and exporting?

I believe it would be possible to create a GridView workspace to create a list of customers that meet filter criteria, and also include a calculated column that outputs a specific portion of the Note text, which could be in the Additional Comments section or the notes that have date and user information. Though the Additional Comments would be easier to include. then the view can be exported to Excel from there. This is something your Adagio consultant could assist you with if necessary.