CustomerNote

The data format CustomerNote is used to export 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. The Exporting data page of the manual describes how you export 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 » System settings » 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