You can export all of the Notes recorded against an Opportunity by merging the Opportunity to a document template.
Exporting Opportunity notes
- Open the Opportunity in the CRM tab.
- Click Merge Document.
- Select MASTER: Loan Notes.doc to generate a Word document containing all the notes in your Opportunity.
- Click Choose.
Exporting Notes from multiple Opportunities
Select the Opportunities in the CRM tab.
Click Merge to Document and Selected.
Choose MASTER: Loan Note.doc and click Choose.