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May 11, 2024
Question

How do you print the customers notes?

  • May 11, 2024
  • 1 reply
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How do you print the notes you have made in the customers information?

1 reply

May 11, 2024

Let me help you print your customer's notes, Cando. 

 

In printing the notes, there will be two ways of showing it to a report. We have the Modern view and the Classic view. Let me show you how to print using either view. 

 

Here's how: Classic view.

  1. Go to Reports
  2. Search for the Customer Contact list
  3. Click the Gear icon and then Show More.
  4. Check the box for Note.
  5. Select Export

For Modern View.

  1. Go to Reports.
  2. Search for the Customer Contact list
  3. Click Columns, then check and select Notes.
  4. Click Refresh Report to show the Notes. 
  5. Select Export/Print.

 

Moreover, let me share these articles that can help in customizing your reports: 

 

 

Let me know if you still have concerns about printing your customer's profile. Have a lovely day, and take care.