Print a Contact

You can easily print the entire history of the contact record or certain sections of the history as needed.

  1. From the contact record, you will select the "Actions" button

  2. From the list that appears you will select the "Print Contact" link

  3. A sub-menu will open and you will choose from a variety of options including:

    • All Details
    • Contact Only
    • Meetings
    • Tasks
    • Opportunities
    • History
    • Notes

  4. After you make your selection, the system will convert this to a format that you are now able to print