 bev
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| Joined: 20 Nov 2007 |
| Total Posts: 16 |
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printing notes
Posted: 20 Nov 2007 03:48 PM |
| Is there anyway to print out "notes", so we have a hard copy to keep in our client's files? This would save us a lot of time! |
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Re: printing notes
Posted: 20 Nov 2007 04:05 PM |
Hi Bev,
Yes there is. In any client file, you will see a box that says "File Summary Report" which is found at the top, near the "Add New" menu box. Click on this "File Summary Report" and then select the options that you would like displayed. If you only want notes, just click the "notes" checkbox, and then hit "Run Report."
Hope this helps!
Sarah |
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bev
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| Joined: 20 Nov 2007 |
| Total Posts: 16 |
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Re: printing notes
Posted: 20 Nov 2007 04:17 PM |
Sarah,
Wow! That is so awesome! Thanks for replying so quickly!
Bev |
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Re: printing notes
Posted: 20 Nov 2007 04:30 PM |
So glad I could help! :) |
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