Comprehensive Case Export

Request for a unified export function that captures all case-related data in one comprehensive export, including:

• Case notes (all types: Note, Call, Meeting, Email)

• Conversations within cases (discussions and shared files between clients and team members)

• Associated tasks and task notes

• Case documents and attachments

This is essential for regulatory compliance, audit requirements, and SharePoint archival purposes. Currently requires multiple separate exports and manual copying of conversations.

Currently using separate Notes Export, Tasks Export, and manual conversation copying - time-consuming and incomplete.

We need a single "Complete Case" export option generating a comprehensive file containing all case elements for seamless regulatory compliance and external system integration.