Exporting Advocate Notes
To get started, visit the “Advocate Notes” page of the Engage admin found under the “Engage” navigation menu.
To select the Advocate Notes you would like to export, use the check boxes to individually select items (highlighted by the blue arrow in the image below) or select all the Notes that appear on the page by clicking the select all checkbox (highlighted by the green arrow in the image below).
After you have selected all the Notes you would like to include in your export, click the “Export Note(s)” button to download.
Hint: Narrow the results on your page by using the date pickers and the search tool to find just the Notes that meet your criteria.