Printable Notes Report

You can print notes that have been added to Service Management records using the notepad button and are marked printable. You can print the note text, transaction number, cost code, current user, and index.

1. Select Reports > Service Management > General > Printable Notes.
2. Select a sorting method from the drop-down list.
3. To restrict the records that are printed, enter a Range. You can enter a range of customer IDs, current owners, or reminder dates.
4. Select Insert>> to insert the restriction in the scrolling window. You can only enter one restriction per restriction type.
5. Select Print to print the notes that fall within the restrictions you've entered.