Print Record

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PrintRecord 4.png

Location in standard build: Top of Client Details screen

The Print Record feature allows you to print details of any organisation/person on your system, and (optionally) details of work done with them.



Using Print Record

Access the feature by clicking the "Print Record" button.


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This will take you to the screen shown:


PrintRecord 1.png


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.


PrintRecord 3.png


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