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I've just found out that I've been asking the wrong thing and that I need to export the little "Stream" section under every lead. I've easily been able to export when the stream is updated but not what the contents of the stream are. I followed the help that @Iazovic gave me and found all the fields for the leads but the stream isn't one of them (only when it updates is one). Any help would be appreciated since I'm only an intern who got trained on youTube videos and messing around with the demo mode for only a few hours.
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Last edited by Roshdi; 06-07-2026, 06:56 AM. Reason: Asked the wrong thing and had to fix it from the start. -
Hi Roshdi,
Could you please clarify if I understand correctly that when you export leads in XLSX format, information from a specific field isn't transferred?
If so, please clarify the field type and list its options (you can attach a screenshot from Administration > Entity Manager > Lead > Fields > [your_field]).-
Hello, lazovic. I'm looking for the stream information where it shows updates and lets the team write notes. I've tried using "export all fields" when exporting but it doesn't come through. Also, going through the steps you provided let me see that the stream isn't even there in the first place (only when it was updated at like mentioned in the main post)
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Roshdi,
Note (Stream) is a separate entity, and in order to throw its contents into some new custom field of the entity whose stream you need, you need to work with workflows: https://docs.espocrm.com/administration/workflows/.
In this case, the following forum post will be useful for you: https://forum.espocrm.com/forum/gene...098#post99098/.Comment
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