Printing Customers/Notes&Alerts

Submitted by EastsideVetEmerg on Sun, 02/03/2014 - 14:07

General User's Discussion

Hi,

We keep notes about client communications and the such in Customers/Notes&Alerts. I have just had call to print some of these notes but there does not appear to be a "print" button available.

Just wondering if this is deliberate? If it should be added? Is there a report that I can use to print out customer notes?

Thanks,

Adrian

Re: Printing Customers/Notes&Alerts

Submitted by tgething (not verified) on Sun, 02/03/2014 - 18:38.

Adrian - I cannot comment on 'why no print', but a report should be relatively easy.

I assume that you want to just dump the current in-progress notes and alerts for a specified customer (ie those with status In-Process and either no End Date or an End date in the future), or do you also want to dump historical data, ie stuff that is complete or in-progress with an End date in the past, with the ability to specify from/to dates. [Just current is obviously less work.] Also do you need the ability to print just notes and not alerts?

Note that for 'specified customer' reports I normally prefill the customer id field with @cid which is our macro to return the current customer number as follows:

From my point of view, we could use a report that:

was for a specified customer, or all active customers
optionally printed current notes (with the ability to select by note category)
optionally printed current alerts (with the ability to select by alert type)

Come back to me with your requirements and I will see what I can knock up.

Regards, Tim G

Re: Printing Customers/Notes&Alerts

Submitted by tgething (not verified) on Thu, 06/03/2014 - 07:06.

Adrian - attached is something that may do your job. It will report current alerts and notes for either on or all customers. For one customer, the output is as shown below. (This is done using my anonymised database, hence the funny customer name.) Regards, Tim G

Attachment	Size
RPT Customer Alerts and Notes-ss.jrxml	15.42 KB

Re: Printing Customers/Notes&Alerts

Submitted by EastsideVetEmerg on Sat, 08/03/2014 - 02:08.

Hi Tim,

Sorry took me a few days to reply. Thanks for that. The report is what we need in terms of extracting this information.

Though in my report the date order was a little odd?

Appreciated.

Re: Printing Customers/Notes&Alerts

Submitted by tgething (not verified) on Sat, 08/03/2014 - 05:36.

Date order - my fault - do you want earliest at the top or bottom? Regards, Tim G

Re: Printing Customers/Notes&Alerts

Submitted by EastsideVetEmerg on Sat, 08/03/2014 - 06:03.

Hi Tim,

Perhaps most recent at the top and going backwards?

Thanks,

Adrian

Re: Printing Customers/Notes&Alerts

Submitted by tgething (not verified) on Sun, 09/03/2014 - 14:11.

Adrian - see attached. The sort order is customer, archetype (ie alerts then notes), start-time descending (ie most recent at the top). Regards, Tim G