Marks: Created page with "Print Packet allows printing multiple documents at once from proposal, service order, install order, or invoice. To setup print packet follow these steps: # Configure reports to..."

2015-03-18T19:26:22Z

Created page with "Print Packet allows printing multiple documents at once from proposal, service order, install order, or invoice. To setup print packet follow these steps: # Configure reports to..."

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Print Packet allows printing multiple documents at once from proposal, service order, install order, or invoice.

To setup print packet follow these steps:
# Configure reports to show in print packet:
## Go to Reports>Customize Reports
## Search and select the report you want to include in print packet. Note that different reports are available for different modules which you can see in availability tab.
## Select Report Specifiers tab
## Check "Allow on Print Packet Menu
## Repeat for all reports you want available to print
# Run Print Packet on an Order
## Go to any order such as proposal, service, install or invoice depending on the reports you selected from above
## Select Actions>Print Packet
## Select the reports you want to print.
## Select Print. The reports will open one at a time for you to print.

Print Packet - Revision history

Marks: Created page with "Print Packet allows printing multiple documents at once from proposal, service order, install order, or invoice. To setup print packet follow these steps: # Configure reports to..."