Difference between revisions of "Print Record"
From Charitylog Manual
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| − | + | The Print Record feature allows you to print details of any organisation/person on your system, and (optionally) details of work done with them. | |
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| + | Access the feature by clicking the "Print Record" button. | ||
Revision as of 08:30, 13 August 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
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 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.
