"Print Summary" compiles all Client Data from a Client Account, including Pet data, so you can print out a paper copy or save as a PDF.
Note:
- This includes all fields in the client account, whether they have been completed or not
- It includes all photos in the client account, and displays list of uploaded documents or files
How Do I Print a Summary of the Client and Pet Details?
Navigation: Clients > access a client's account > Client Admin > Print Summary
- Click "Print all client details" to print the summary.
- Below is a sample of a printed summary in PDF layout, complete with photos.
- The summary is displayed in a scrollable panel, just drag the scroll bar on the right to view it.
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