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Printing Client Information |
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Printing Client Information
Printing the Client Information
If you want a printed copy of the notes you've made about the client, along with their service and purchase history, select Misc/Print Client from the Client Menu . You get a copy of the client's name, all the information contained in their notes and the complete Service, Retail, and Miscellaneous history.
Printing Information for Multiple Clients:
To print information for more than one client you could select each client separately and print their history, or, you can use the Select command to select the clients whose information you will like to print.
To use the Select command, select from the Menu Bar . The first thing you should do is to make sure all the current selection marks have been removed from the client records. To do this select Clear All and confirm that you want to clear all the selected marks. Unique will then remove the selected marks from all the clients' records.
Next, select Manual from the Select pull down menu. A scrollable window appears listing your clients and their last visit date. Highlight the client you want to select and double click on their name. A "4" will appear next to the last name of the client to signify that the client has been selected. To remove the selected mark double click again and the mark will be removed.
When all the clients to be printed have been marked, select Misc/Print Selected Clients History from the Client Menu . After confirming that you want a printed copy of the selected clients, Unique will print a separate client history for each selected client. The same procedure can be followed for a listing of selected clients. This report will give you all the client information except for history and notes.
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