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

 

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