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Selective service printing

Last post 02-04-2010 3:35 PM by QXpress_Mark. 1 replies.
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  • 01-31-2010 8:49 AM

    • Liz
    • Top 150 Contributor
    • Joined on 01-31-2010
    • Posts 1

    Selective service printing

    How do I create a report, one page per customer, only if the customer receives a specific service and printing all information related to that service. 

    Thanks in advance.

    Liz

  • 02-04-2010 3:35 PM In reply to

    Re: Selective service printing

     Liz,

    Unfortunately this is more of a "How To" question then an error or bug, so your best bet would be to talk to your Sales Rep and book some consulting time but, I will hopefully point you in the right direction.

    Based off the information you provided it hard to give you the exact steps, but what I would recommend is

    1. I would create a report based on the Activity table showing one record per page.
    2. After this, you would want to create a button that opens the report using the Generate Report action.  Using the filters found in the generate report action I would filter it so that and only showed values for a specific service.

    Hopefully this helps enough to get you started, if not, just give your Sales Rep a call and they will be able to help you out.

    Mark

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