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CustomerNote

The data format CustomerNote is used to export, edit and import notes that are saved in the customer data. Notes can be found in the corresponding tab in the customer data record. Create and export the data format in the Data » Dynamic export menu. Import the data format in the Data » Dynamic import menu. The Exporting data and Importing data pages of the manual describe how you export and import the data format.

Pay close attention to the exact spelling of the data fields. The data cannot be processed if the data fields are spelled incorrectly.

1. Overview of the data fields

Table 1 explains the data fields for the CustomerNote data format in alphabetical order as well as filter options that you set in the Filter tab of the data format. The data format may vary depending on your plentymarkets version.

Table 1. Data fields of the data format CustomerNote
Field name Explanation Filter

CustomerID

ID of the customer

Activate the filter, select the operator and enter the value.

Delete

Delete note

NoteID

ID of the note

NoteText

Note in the customer data record

NoteUserID

ID of the user who created the note

Activate the filter, select the operator and enter the value.

Export for customer class

Note: filter setting only

Activate the filter and select the customer class from the drop-down list. In order to export data for all customer classes, do not activate the filter. Go to System » CRM » Classes to create customer classes.

2. Overview of the mandatory fields

The following mandatory fields must be available for the data format CustomerNote and need to have a valid value saved for them:

  • CustomerID

  • NoteText

  • NoteUserID

3. Overview of the synchronisation fields

The following data field is available for data synchronisation. For mandatory synchronisation fields, select the option Synchronisation as Import procedure.

  • NoteID

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