Difference between revisions of "Print Record"
From Charitylog Manual
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+ | Clicking the "Print Record" button on a Client Details screen will allow you to print out information about that client. | ||
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+ | (there is an equivalent "Print Record" button for every other type of Organisation/Person as well) | ||
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+ | [[File:PrintRecord_2.png|border]] | ||
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+ | This will take you to the screen shown: | ||
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+ | [[File:PrintRecord_1.png|border]] | ||
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+ | The options you can choose are as follows: | ||
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+ | * '''Style of Report: Summary''' prints some basic details about the client and their contact details; '''Detailed''' also prints personal details, Club and Clinic memberships, etc. | ||
+ | * '''Show Referral History:''' choose whether you want to print out details of the activity on the client's History tab, and select relevant Projects (or all Projects) as appropriate | ||
+ | * '''Include Extension Database Records:''' choose which Extension Databases to display on the printout, if any. | ||
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+ | Here is an example printout. | ||
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+ | [[File:PrintRecord_3.png|border]] |
Revision as of 14:37, 24 January 2014
Clicking the "Print Record" button on a Client Details screen will allow you to print out information about that client.
(there is an equivalent "Print Record" button for every other type of Organisation/Person as well)
This will take you to the screen shown:
The options you can choose are as follows:
- Style of Report: Summary prints some basic details about the client and their contact details; Detailed also prints personal details, Club and Clinic memberships, etc.
- Show Referral History: choose whether you want to print out details of the activity on the client's History tab, and select relevant Projects (or all Projects) as appropriate
- Include Extension Database Records: choose which Extension Databases to display on the printout, if any.
Here is an example printout.