Difference between revisions of "Print Record"
From Charitylog Manual
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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. | * '''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
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.
