Printing a Record

The details of a Record (Case/Problem/RFC) can be printed by selecting the Summary tab on the Record and clicking the Print button or by using the right-click menu option Printer Friendly. A Task can only be printed by using the right-click menu option Printer Friendly.

The Summary/Printer Friendly view is designed to capture the main details and correspondence for the Record and present it in a printable format.

The controls in the Summary tab are as follows:

Control Description
Show comments checkbox If checked, will display Comments made within the Record in the Summary view
Show confidential comments checkbox If checked, will display Confidential Comments made within the Record in the Summary view
Show correspondence history checkbox If checked, will display the Correspondence History (email correspondence) within the Record in the Summary view
Show Telephone Calls And Meetings If checked, will display the Telephone Calls and Meetings within the Record in the Summary view
Refresh button Refreshes the page to display the most up to date representation of the Summary view. If checking or unchecking the display options you need to click Refresh to see the change
Print button Prints the Summary view
Show All button Checks all of the display option fields and refreshes the page