Question:
I am unable to print from the client's screen.
Answer:
It will likely be one of two things:
1 - You do not have print access. In which case there will be no print icon top right of the screen. User access permissions would need to be updated by the account admin to allow this function.
2 - If you see an unable to print message across the top of the screen, the first step would be to check if you can print from other tabs on the client screen. If you can print from other tabs, then it's a problem with the data in a field of one of your clients. Typically this is irrelevant data in the email or telephone number fields.
As as an example, If you are unable to print from the Prospect tab that would indicate that there is a problem with the data for a client on that tab. A quick scan down the list of clients and you will see which one contains irrelevant data in the email or telephone number fields. Open the client record and remove the irrelevant data.
You can also print a list of clients by going to Reports > Under Customers > Select All Companies.
Additional Information:
