Report for activity

We are looking for a quick way to see the content of peoples notes for people in our CRM.  Is there a way to pull everything that has been added to a note in a week into a report?

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  • Hi Laura,

    We have a custom tool available to export Activities out of Copper by Object Type (in this case People).  Here is a link to this tool, which includes instructions for extracting your information successfully into a Google Sheet! 

     

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