Ability to Print individual screen to PDF

January 30, 2017 no comments

Ability to Print individual screen to PDF

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K.R. Davidson, LL.B., MBA

Can you please look at creating a print to .pdf feature for individual screens like:

  • Client
  • Matter
  • Activities
    • Tasks
    • Calendar
    • Notes *** big plus
  • Accounts Payable
  • Journal Entries
  • Bank
    • Deposit Slips
    • Transactions

It would be ideal to do this in the same fashion as you do for a selected invoice and how it creates a printable document for preview in the document viewer.

K.R. Davidson, LL.B., MBA answered
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    K.R. Davidson, LL.B., MBA

    Your reply is only with respect to the listing provided not the individual report. There are more fields with respect to the particulars of any entry than provided in the listing report. As well, in many instances, you will not want multiple entries.

    If you are submitting a feature request, you would want to ensure that the automated index number is also included in any print out. Again, this would be more like how the invoices are generated from a formatting and preview perspective.

    JD Robinson commented on answer
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    K.R. Davidson, LL.B., MBA

    Your answer pertains to a printout of what is viewed re the listing but not the individual screen. When you click on a client or a bank deposit, there is more information including notes, etc. that is needed. It would be equivalent to a listing of invoices vs. seeing the particular invoice. In this case, I am asking for all of the particulars of one client to be printed or all of the particulars of one accounts payable entry to be created.

    If you are submitting this as request, I would suggest that the corresponding index number be printed.

    JD Robinson commented on answer
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    JD Robinson

    Hi K.R. – You can currently do that in our software using the Export tool located on those particular areas. However, if this is not what you are looking for, we recommend you contact our support team directly so we may better understand your request.

    http://support.cosmolex.com/

    Thank you!

    JD Robinson

    CosmoLex Senior Product Specialist

    K.R. Davidson, LL.B., MBA commented on answer
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