Recently we updated the way our system prints your lead/client information. This change was made because the old version of our report viewer was causing our entire system to time out when a lead/client had call notes that would exceed one page. This was unacceptable, especially since we want and encourage you to take many notes and record everything on the computer!
Our programmer spent several days investigating reporting software and landed on one we happen to already have, just were unaware of. After several more days of writing and creating the new report viewer he found that it would crash after 13 pages… Long story short; After a few more programming bugs, several calls with Microsoft Tech support (whenever they found it convenient to call us) and some updates – we have a new report viewer. Of course, as with everything new, there are some changes to the old way and a few exceptions to using this new report viewer for printing with call notes.
We have several options on how you print lead information and some of these use the new report viewer and others use the old report viewer. When using the old viewer you will print as you normally have. The printer icon is located at the left and is available across all browsers.
The printing options that include call notes all use the new report viewer and there are a few changes on how you print. Here is the breakdown of printing options by report viewer:
Printing from Internet Explorer
Printing from within Internet Explorer is quite simple and straight forward. Other browsers require a couple extra steps. After you select your print option (shown above) a new window will open. There is a toolbar across the top, within the window, for the new report viewer the printer icon is to the right. After you click the printer icon your Printer dialog box will open, then click OK and your lead information will print.
Printing from non-IE Browsers
When using Google Chrome, Mozilla Firefox or Safari the printer icon will not be accessible. To print leads you will first have to save them as a PDF. To do this, click the Save icon to the right, then select PDF from the drop-down menu. Next either open the file or save it, then print from the PDF as you normally would.
Note: Chrome and Safari will also open the report viewer, but you will not see the leads in the viewer. After you save and open the PDF you will then see all of the leads and they will print. Some browsers may require an additional Add on install – click the install and you should be able to proceed.
If you have any questions or something does not work properly, please let us know. I will update this page if we come across any other exceptions within the various browsers.