Need to be able to print individual client interactions as we used to print out individual notes for compliance reasons.
Now that the phone calls get logged under interactions we are not able to print notes pertaining to individual phone calls as we used to when they were logged under our notes tab. This is a very important feature as currently we get compliance screening daily and we have to be able to attach individual client trade notes pertaining to specific conversations. PLEASE EITHER MAKE INTERACTIONS ABLE TO BE PRINTED OR MOVE THE PHONE CALL NOTES BACK TO THE NOTES TAB URGENTLY!!!!
Thank you for your feedback. You can print the interactions for a particular client by following steps:
- Selecting the client in the list
- Go to Reports > Address Book Interactions Report.
- In the report, select "All selected entries" from the first drop-down.
- If you only want to print the phone calls, select "Phone Call" from the Interaction field. You can also leave the field blank which allows you to print all interaction types.
- Click the RUN button to generate the report.
- Turn on Show Details option.
- Export the report to PDF
We have received many similar feedback. In the short term, we plan to move the phone call notes back to the product so you can work the same way as before. We will continue to improve the interaction related functions so you can see all the interactions and manual notes in one place and provide you better reports.