create a report that prints each clients/contact notes on one page of a report for your entire account base for a date range
I want to print our my contact notes once a week so my admin can file them. Or If I am preparing to visit a group of clients I don't have to open my laptop.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!