Printed Documents

oThe Printed Document communication type allows the user to create a CRM record to which they can simply attach any document/file that relates to the Lead or Client and print it.

PrintDoc

This is an example of the Print document form

Minus18The following can be found on the Printed Documents Form:

·Type:

oThis will display the type of communication that will be inserted.

 

·Assign Communication To Client:

oAllows the user to assign the communication record to a client.

 

·Assign Communication To Obligation:

oAllows the user to assign the communication record to an obligation.

 

·Assign Communication To Creditor:

oAllows the user to assign the communication record to a creditor.

 

·Other:

oAllows the user to assign the communication record to any other communication.

 

·First Names:

oDisplays the first names of the selected client.

 

·Surname:

oDisplays the surname of the selected client.

 

·File number:

oDisplays the database file number of the selected client.

 

·Telephone:

oDisplays the home number of the selected client.

 

·Cell:

oDisplays the Cell number of the selected client:

 

·Email:

oDisplays the email address of the selected client.

 

·ID Number:

oAllows the user to select the client for which to create the CRM record (Automatically inserted if CRM record is added from the Client Browse CRM control).

be populated with the client's information).