View/Print Note Logs

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar. 
  1. Click on the person’s name from the list that appears. 
  1. Click the “Communications” tab 
  1. Click the “Note Log” subtab 
  1. In the “Note Log History” section,  
    • To View: Mouse over the Options icon to the left of a note 
      • Select “View”  
      • To print the details of the note, click the print icon in the top right corner 
  1. To Print the Note Log Page List: Click the print icon button in the “Note Log History” header 
Updated on March 30, 2021

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