User Permissions Required (contact your BestNotes System Administrator for user permissions):


 NOTE: BestNotes recommends that your business creates a security protocol for a user to have this permission. 

  • Store information in a location that is:
    • Secure (for an encrypted example, click HERE)
    • Accessible / water / fire proof safe

Look for this icon: 

This feature can be used if you plan on being away from internet access, but would still like to be able to access the data in BestNotes.

If only the contact's information is needed, then use the Export to Excel (CSV) feature. If the user needs more information such as your appointments and the contact's information, use the HTML export.

To access a comprehensive spreadsheet, click on Settings in the lower left-hand corner of the screen.


Then navigate to the bottom of the Settings menu.