Hi, I'm trying to export the customer note detail but I'm getting a no records to export message. I opened A/R Customer Notes Detail table in Gridview and got a of list records. I'd like to import some notes but thought I'd export first to make sure my tables were correct. Thank you. (AR 9.0C (111209))

Hi, Mike,

I'm using 9.0C(120224)and was able to export notes for a single customer, as well as a larger range. Also tested using 9.0C(111209) and was successful using that release as well. I'm using the Customer Notes Default template and am exporting to csv

Are referring to the detailed notes for which the user, date and time are included with the note or to the more general 'Additional comments' on the customer's Notes/Alerts window? The Additional comments don't export.

Mike:
Further to Support's response, that table contains 2 types of records. The first is the transactional type that appear in the middle of the "Notes/Alerts" screen. Those are the ones with a date, time and user stamp. The second type is the "Additional Comments" that appear at the top of that screen. GridView shows both types in the "Notes Detail" table (the "Additional Comments" are distinguished in the "Note key" column as the Customer code + 6 zeros i.e. "BRAMBR000000").

Since Additional Comments aren't exported (not certain why not), your Detail table must likely has only Additional Comments and not transactional type notes.