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Print or download details from a Contact Profile Page

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

Download option

What is included

Entire record

  • All the information in the Bio box, i.e. all the fields from the Contact Forms that have been added to the contact

  • Every story, case note, attendance record and survey response for that contact

All Contact Forms only

  • All the information in the Bio box, i.e. all the fields from the Contact Forms that have been added to the contact

Single Contact Form only

  • Only the fields in the Bio box that are from the specific Contact Form you select

Single Case record

  • All the information in the Bio box, i.e. all the fields from the Contact Forms that have been added to the contact

  • Information in the Case box of the case you select

  • Only the stories, case notes, attendance records and survey responses that are from that case

 

Steps

  1. Go to the Contact Profile Page of the contact you want to download or print the details of

  2. Press the Print PDF button

  3. A dropdown list appears

  4. Select the option that relates to what you would like to download

  5. The PDF download begins and is saved to your device

 

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