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Ideas & Enhancements
Created by Guest
Created on May 12, 2022

Notes Tab should allow printing of multiple notes by "checking "them off - Bulk options should allow printing

The purpose of this program should be to make things easier to do -- There may be a specific report for printing case notes, but that is too many steps -- it needs to be a simple process that is on the Notes Tab -- either adding "Print" to the bulk options or having a report option on the Notes Tab to allow you to print a specific date range of notes;

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  • Guest
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    Feb 13, 2023

    there is also workaround of right click export to csv/xlsx but again that requires extra steps of filtering out anything you didn't want to export


    you should be able to filter as needed, click checkboxes next to notes you want to print, bulk actions, print


    our firm would use this a lot and there are a large number of closely related ideas on this site just search for the word "print"

  • Guest
    Reply
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    Nov 1, 2022

    Agreed - bulk printing is necessary.