Print or download details from a Contact Profile Page
You can generate a PDF from a Contact Profile Page that contains details of
Contact Forms completed for that contact
Stories that the contact is tagged in
Cases that the contact is part of
Once you have downloaded the PDF, you can print it using your PDF reader, e.g. Adobe Acrobat Reader
What you can download
Download option | What is included |
---|---|
Entire record |
|
All Contact Forms only |
|
Single Contact Form only |
|
Single Case record |
|
Steps
Go to the Contact Profile Page of the contact you want to download or print the details of
Press the Print PDF button
A dropdown list appears
Select the option that relates to what you would like to download
The PDF download begins and is saved to your device