You can print follow-ups from the Edit and View Follow-Up windows, which you can access from any of the following:
The Journals tab in the Customer window.
The Journals tab in the Edit and View Trouble Ticket windows, Edit and View Global Trouble Ticket windows, and Edit and View Stand Alone Trouble Ticket windows.
The Search Results window displayed as the result of a Follow-Up Search (Applications > Customer Management > Follow-Up Search).
The Open Follow-Ups window (Applications > Customer Management > Open Follow-Ups).
To print a follow-up from any of these windows:
Right-click on the follow-up and select View (if the follow-up is closed) or Edit (if the follow-up is open). This displays the View Follow-Up or Edit Follow-Up window.
Regardless of which tab you are on, click the Actions button in the bottom left-hand corner of the window and select Printable View.
Note
The Display on Customer Summary Tab check box is not displayed, when the Edit Follow-Up window is accessed from any of the trouble ticket windows.
This displays the Run Report - Follow-Up window.
From this point, printing a follow-up is the same as any other report generated by the system. You can run the report in the background. If you select this option, you can run the report immediately or schedule it to run at a later date/time. You can also specify where to store the report when it is completed.
