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Printable Notes report

You can print notes that have been added to Service Management records using the notepad button and are marked printable.

  1. Choose 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, authors, or reminder dates.
  4. Click Insert>> to insert the restriction in the scrolling window. You can only enter one restriction per restriction type.
  5. Choose Print to print the notes that fall within the restrictions you've entered.
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