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 the information the system holds about that client. | Clicking the "Print Record" button on a Client Details screen will allow you to print out the information the system holds about that client. |
Revision as of 12:21, 10 March 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.