Answered

Print history from qualify screen

I was wondering if there is a way to print history from the qualify screen.  If not, I think it would be a mighty handy feature to have.  We spend a lot of time on this screen when talking to customers and it would be nice to easily print to file and email.

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  • Official comment

    Hey Chance! Great question. The Qualification screen is designed to just be a Read Only screen.

    If you'd like to Print History for a Particular Customer, head to Sales | Reports | History Report | plug in a Customer and click Preview. 

    You can print that Report.

    But that would certainly be a neat alternatively ;) Thanks for the feedback!

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