Junxure Support

            Printing Records

            Junxure has the capability to generate a printable report of a Record, containing the details of whichever Record sections you wish to include.

            1. Navigate to the Record you want to print.
            2. From the Record Toolbar, select Reports > Record Summary. A new tab will open.
            3. The report will populate with only the Record Summary and Contact Info sections of the Record by default. Use the Report Items sidebar to include additional Record information.
            4. Field Option
              Record Detail Location
              Important Information Notes
              Profile > Personal > Notes
              Billing Notes
              Profile > Personal > Notes
              Account Review Notes
              Profile > Personal > Notes
              Classifications
              Record Summary
              Tags
              Record Summary
              Personal Info
              Profile > Personal > Personal Information
              Employment
              Profile > Employment
              Interests and Favorites
              Profile > Personal > Interests & Favorites
              Engagement
              Profile > Engagement
              Relationships
              Profile > Relationships (will include both Relationships and Informational Contacts)
              Assets
              Financials > Asset/Liability
              Liability
              Financials > Asset/Liability
              Insurance
              Financials > Insurance
              Opportunity
              Opportunities
              Revenue
              Profile > Revenue
              Recurring Actions
              Actions > Recurring Action Definition (active definitions only)
              Actions
              Actions > Record Actions (for dates specified below)
              Action Entered Date From/Action Entered Date To
              Specify the range of Actions to include if Actions are included in the report.
            5. After selecting your Report Items, click View Report at the bottom of the sidebar to refresh the report contents.
            6. Review the contents and either print PrintReport.png the report or use the Save As command to export the report to a document format.
            Updated: 16 Aug 2018 01:31 PM
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