The Client screen has a function that enables you to print the individual note history of the individual Client, or attach it to an email to send to a colleague.
Printing the Note History of a Client
To print a Client’s Note History, open their Client screen by clicking Client in the Toolbar at the top of the screen, then double click on the Client's name who you would like the note history for.
On the bottom right hand side of the screen, you'll see the Notes section for your Client:
Click the Print Note History button in the Notes section of the Client Record to see a print preview of their Note history:
To print the Note History, click the Print button:
To email the Note History to a colleague, click the Email button:
To exit the Print Preview and be returned to Chintaro, click the Close Print Preview button.