Printing client history
You may be required to create a printed copy of client history or a PDF that you can email them. To do this is very easy.
- Click on the Clients menu on the side menu bar.
- Search for the client you wish to print the history for.Click on the client to bring up their details.
- Click on the Print History button.
- Choose which parts of the client history you wish to print and click OK.
- If you wish to export this click the Export button on the print preview to create a PDF you can email.