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Print a client record
Print a client record

How do I print a client record?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

You will find in the client record all the information related to this person, i.e. the information registered in his person record as well as the information related to his client record.


Step 1: Go to the main tab "Person".

Step 2: Use the "Person" view.

Step 3: Enter your client's name in the filter to facilitate your search.

Step 4: Select your client by double-clicking on their name.

Step 5: Once in the client's record, click on the "Report" icon.

Step 6: Select the "Person Record" report.

Step 7: The completed file will open in another page of your browser. From this page, click on the print icon.

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