Feature request: exporting client notes to SharePoint
Ticketclosed
Moggill Creek Distributors · Feature request: exporting client notes to SharePoint
Kylie Dwyer asked for a client's notes and calls to export as one document into SharePoint, saving the team's weekly hand copying. Ruth Okoro passed it to product with no promised date.
What happened
What this says
As at Fri 9 Oct 2026Kylie Dwyer asked for a client's notes and calls to export as one document into SharePoint, saving the team's weekly hand copying. Ruth Okoro passed it to product with no promised date.
Problem: Kylie Dwyer asked whether a client's notes and calls could export as one document. The team copies everything into SharePoint by hand each week.
Handling: Ruth Okoro passed the request to the product team on 14 May 2026 and said she could not promise when or if it would be built. The ticket was solved on 19 May 2026, with first response in 344 minutes.
Watch: Kylie said the request was not urgent, so the record shows little pressure to act. The record does not show a product decision.
Details
Updated 9 Oct 26Trail
created · Kylie Dwyer 14 May 2026 09:56Hi, Would it be possible to export a client's notes and calls as a single document? We keep our client files in SharePoint and the team copies everything across by hand each week. It isn't urgent, but it would save a fair amount of time. Kylie- Public reply · Ruth Okoro 14 May 2026 15:40Hi Kylie, Thanks for the suggestion. I've passed it to our product team with your note, so they can weigh it up alongside other requests. I can't promise when or if it will be built, but I'll let you know if there's anything to share. Kind regards, Ruth
- Status change · 23 May 2026 23:59