11-06-2012 02:57 PM
I want to send complete data on screen to an associate including all fields and notes. How can I do this easily...putting them all on one doc (perhaps a word doc), and sending them all at once.
11-07-2012 05:47 AM
there are two steps for you to be able to do this.
1) the report that is closest to what you need is the contact report. running this report and selecting output to RTF should get anything that is on the report to a word compatible document.
2) if you need additional fields in that report, you would need to add them to the report. (instructions here under reporting section)