Ideas & Enhancements
User would like to print selected (single/multiple) notes to print.
You can right click on any grid to export to csv/xlsx and customize format for printing through Excel. Printing a single note from the notes detail is only possible right now from the browser print options. A native print option for Notes detail is still under consideration.
That's not true you cannot right click export to csv/xlsx from Notes tab. Other grids you can but not the Notes tab. We should be able to select multiple or all notes and bulk actions export to pdf or print.
I would love to be able to bulk print selected notes that show up on a header with the client information included.
I would also be nice to have the Header print at the top of the note. Many times as files are transferred to different departments in the office, The Name of Client, SOL, Alt Case # etc can be easily identified without looking behind the printed note. I do see the name of the client and case number already prints on the top of the note, however, it is not enough information and it is a smaller font.
Elk & Elk would also like to be able to print specific calendar or value items, as well as individual notes.
Also ability to print messages easily from the message screen