Addison Bell
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13 votes
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.
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