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Print or export Record Notes


In many different areas of Acumatica one can add a note to a record using the Record Note link on the left side of each record.   Has any come up with a way to print out or export those notes with a link, even if just a reference number, to the record it is related to?   All of the inquiries and forms have export features but the exports do not export the record notes vs. just the visible columns.

 

Thanks

Best answer by jrudacille94

To follow up on this, our Partner had a Customization that allowed the ability to export notes for the baked in grids.

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2 replies

  • Author
  • Jr Varsity I
  • 7 replies
  • June 21, 2021

I did see a post from 2016 that discusses changing the customization through the Inspect Element section but not sure that applies anymore since most items are now baked into the program and not part of a customization.

 

 


  • Author
  • Jr Varsity I
  • 7 replies
  • Answer
  • June 30, 2021

To follow up on this, our Partner had a Customization that allowed the ability to export notes for the baked in grids.


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