Saving and Printing Client Records

You can save or print information from Client Registration's Select tab in bulk.

Before you begin

Client Registration must be open.

Procedure

  1. Search for and select the desired client records.
  2. On the screen toolbar, click the Print button:
    Printer.
    The Select Grid Columns dialog box appears.
  3. For each column of information you want included in the file or printout, select its check box. For columns you do not want included, clear the check box.
  4. Click OK.
    The Select Grid Columns dialog box closes and a text file is generated.
  5. Optional: To save the record, click File > Save.
  6. Click File > Print.
    For more information on printout options (for example, paper type or black and white vs. color printing), refer to the documentation that came with your printer.