To export Interaction records:
Go to Interactions
Apply any required Filters, using the process outlined in this article, via the categories shown in the screenshot below:
Categories are: Incomplete data; Communication Details; By Dates; People & Groups; Status; Sentiments; Interactions; Tags; Custom Field.Click on Export in the top right of your screen:
Your records will now export in an .xlsx file format and save locally to your computer.
Your data will be exported into three tabs:
Interaction - your interaction records
Task - tasks linked to those interaction records
Annotation
The Interaction tab will be split into columns as follows:
Document No
Method
Communication Date
Communication Time
Subject
Direction
Content
Individuals
Organisations
Users
Categories
Tags
Contact Groups
Projects
Abouts
Sentiment
Created By
Files/Attachments
Any custom fields you have added
The Task tab will be split into columns as follows:
InteractionID
TaskID
Subject
Status
Priority
Opened
Date Due
Date Closed
Task board
The Annotation tab will be split into columns as follows:
InteractionID
Subject
Communication Date
Annotation
Sentiment
Tags
Stakeholders
Please see the below video for exporting interactions.