 lihtbeam
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| Joined: 01 Aug 2005 |
| Total Posts: 10 |
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follow up
Posted: 13 Aug 2005 11:23 PM |
When I was flagging our clients for follow up there was this great dialog box that gave me room to write a note. I thought that was for the volunteer so that when I printed out their follow up sheets for the clients they had a short little note with it.
But when I did that the note was not on it.
Is there a way to get the note to them.
thanks
Susan |
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Re: follow up
Posted: 14 Aug 2005 09:35 AM |
How are you trying to print the follow-up sheets? Try the Client Follow up Report (under Client Management/Reports). This report includes the comment field.
Hope that helps. |
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lihtbeam
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| Joined: 01 Aug 2005 |
| Total Posts: 10 |
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Re: follow up
Posted: 14 Aug 2005 09:55 AM |
Yes Brian that did help I just thought I would get all the information such as their phone and all with the notes so I am not creating more paper monsters.
Thanks for the help. |
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Re: follow up
Posted: 14 Aug 2005 09:57 AM |
| That's makes sense. We can add the clients phone to the report in an upcoming version. Thanks for the feedback! |
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