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Customer experience | Sales, Customer Insights,...
Unanswered

Export case to Word

Posted on by
Hello,
I would like to export incidents (cases) entered in the CRM to Word.
I created a template that allows me to retrieve most of the information, but I can't export the notes that are in the timeline section.
Can you tell me how to add each of the notes and if it's also possible to integrate the attachments into the export
 
Thank you
Best regards

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