Difference between revisions of "Print Record"
From Charitylog Manual
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| + | ==Examples of use== | ||
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| + | Uses for the Print Record feature include: | ||
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| + | * printing a paper copy to take to an appointment with that client | ||
| + | * providing case histories to funders | ||
| + | * using individual client histories for audits | ||
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| + | All subject to your Data Protection responsibilities. | ||
Revision as of 08:29, 13 August 2014
Clicking the "Print Record" button on a Client Details screen will allow you to print out the information the system holds 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.
Examples of use
Uses for the Print Record feature include:
- printing a paper copy to take to an appointment with that client
- providing case histories to funders
- using individual client histories for audits
All subject to your Data Protection responsibilities.
