Difference between revisions of "Print Record"
From Charitylog Manual
| Line 25: | Line 25: | ||
* '''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. | * '''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 | + | * '''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 Major Relationships:''' if this client has [[major relationship links|Relationships Screen]] with any other org/person, you can opt to include their referral history. | ||
* '''Include Extension Database Records:''' choose which Extension Databases to display on the printout, if any. | * '''Include Extension Database Records:''' choose which Extension Databases to display on the printout, if any. | ||
Revision as of 16:18, 17 October 2014
The Print Record feature allows you to print details of any organisation/person on your system, and (optionally) details of work done with them.
Contents
[hide]
Using Print Record
Access the feature by clicking the "Print Record" button.
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 Major Relationships: if this client has Relationships Screen with any other org/person, you can opt to include their referral history.
- 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.
