How to create a new form field
This is a text field that allows for longer strings of text. The main difference between a regular text field and notes comes from the way it is presented in the form. With notes, you get the option to expand the field to increase the area in which you write your notes and access the Text Editor to add styles to them.
Configuring a Note Field
Go to Settings > Apps, select the app you'd like to add the field to and select the 'Form Fields' tab.
Give your field a name and add a field hint if desired. You can then select the section in which the field will be created or keep the default option.
The field type must be set to 'Note'.
If desired, you can set a default value for all new records. Team members will have the option to override the default value if needed.
Enable the 'Required' checkbox if the information for this field is mandatory. It means that if you enable this option, every time a team member creates a new record, they will need to add a note in order to save it.
If you enable the 'Lock After Create' as its name implies, the field will be locked once the new record is saved and the value of the field will not be editable afterward.
Once you are done setting your field, click the save button.
Note: All new fields are added at the bottom of the form.
Exporting Notes
Notes can be exported to CSV or PDF. Navigate to Activities > Notes > All Notes then use filter, sort & more to define the note fields you wish to export. When ready, click on the three dots in the upper right-hand corner and choose 'Export CSV' to create your file.
Keep in mind that the CSV file format is plain text, meaning that rich text formatting is not supported. A best practice is to review the notes that you will be exporting and make sure they are plain text. If you want to maintain any rich text make sure to export to PDF.