Print all client information
To view and print a client and all related contact information in Practice CS, go to
Manage Clients
and the Contact List report
. You can also group and link contacts for viewing with Contacts Custom Fields
.Manage Clients
note
You'll need to be licensed for the Client Management Module.
- Go toActions, thenManage Clients.
- Select theClientstab.
- Find the client you would like to review and select+to expand the contact information.
- You can double-click on any contact tied to that client.
- You can go to theContactstab and double-click on anyClient Contact.
Contact List Report
- Go toFile,Print Reports, thenLists.
- Use theContacts reportto access a detailedContact listing report.
- On this report, you can filter byContact Typeto search forStandalone Contacts only.
note
To group related contacts together,
Detail
the Contacts report
by Contact
and print to Microsoft Excel. In Excel, sort on Associations
to place Contacts tied together on the list.Contacts Custom Field
If you've set up a custom field for
Contacts
, you can group and link contacts together for reporting.
