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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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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