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#31574 - 04/09/12 07:46 AM Exporting AR Notes and Alerts
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4544
Loc: Wynnewood, PA
A client wants to export AR notes (both the block ones and the date-stamped ones) as well as the AR alerts to Excel. There is a function under File | Export | Customer Notes, but I think it grabs only the date-stamped ones.

Short of using GridView RW, which is not a program my client has or wants, is there a way to accomplish this?

Steve

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#31575 - 04/09/12 08:38 AM Re: Exporting AR Notes and Alerts [Re: Steve Schwartz]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Why do you think they need GRidView Read-Write?

Currently, GridView is the only way to export the additional comments. That, or export the Notes report.
_________________________
Andrew Bates

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#31576 - 04/09/12 11:11 AM Re: Exporting AR Notes and Alerts [Re: Retired_Guy]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4544
Loc: Wynnewood, PA
You're right, I wasn't thinking straight. GridView would work (although they don't own that either).

Does the Notes report includes Alerts? I don't think so.

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