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  • September 12, 2017 at 3:58 pm #31655

    Phoenix12

    Hi
    Is there an easy way to print the entire contact journal entries? At the moment I’m copying and pasting into a Word document but this is very time consuming :-({|=
    Thanks

    September 12, 2017 at 4:07 pm #33790

    Joshua Barrs
    Keymaster

    Hi,

    Thanks for your post.

    The contact journal does have a print function, but firstly you will need to make sure that you have the option to display everything ticked. To do this, open up a contact journal from any record, and click on settings. (The little cog icon.)

    Click the drop-down menu under “Show Activity”, and select EVERYTHING. Once done, right-click anywhere on the journal, and select the print option.

    The very first time you do this, you will need to enable the “Preview” option so that the notes will show. To do this click the Options button within the Print Preview screen and make sure Preview is ticked. Click Apply and OK. This setting will be remembered the next time you print from this session.

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