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Reprint CRM Activities

Use Edit → Reprint Documents → CRM Activities… to print a saved CRM activity again or to export it, for example a visit report as a PDF for the customer. An activity prints with the documents of its type, set up in Edit Activity Types. Printing does not change the activity.

Select and print an activity

  1. Go to Edit → Reprint Documents → CRM Activities…. The Activity – Select Document window opens.
  2. Find the activity with Date:, the search choice and Filter.
  3. Select the activity and click Print, or double-click the row. To print several activities, select them with Ctrl+click.
  4. If the type of the activity has several documents, choose them in Select Documents to Print (see Choose the documents).
  5. One document opens in the print preview, where you print or export it. Several documents open the Print Activities window (see Print several documents).
Activity - Select Document window with All fields chosen next to Filter, Date, four activities with their Number, Date, Activity Type and Partner, and the Print, Cancel, Annul, Preview, Actions and Export buttons
Control What it does
Search choice, Filter Find the activities by number or by the chosen data, as in Edit CRM Activities.
Date: The period of the listed activities. Today is used the first time. Choose Custom Dates to enter a start and end date. The window remembers the last period.
Clear Clears the filter text and sets Today.
Print Prints the selected activities as described above.
Cancel Closes the window.
Annul Annuls the selected activities (see Annul an activity). Shown only to users who may edit activities.
Preview Shows or hides the partner, the user and the fields of the selected activity.
Actions Actions for the selected activities, for example Related Documents.
Export Exports the listed or the selected activities. Shown when exporters are available.

Unlike editing, reprinting has no limit for old dates. When you print several activities at once, each one prints with the first document of its type in alphabetical order.

Choose the documents

When the type of one selected activity has several documents, the Select Documents to Print window lists them. Check the documents to print and click OK. The first time all of them are checked. Later the window checks the documents that you printed last time for this type, also when you print right after saving an activity.

Select Documents to Print window with the Service protocol and Visit report documents checked and the OK and Cancel buttons

With nothing checked, OK shows “Please select at least one document to print.”.

What is printed

Each document has the layout saved for it in Document Templates as CRM – and the name of the document. Until you design it, it has the built-in layout: the name of the type as the title, the number and the date, your company, the partner with its address, the item of the activity with its serial number and the note. The fields that you add in the Document Designer print with the current values of the activity. A dropdown field prints its document value text, and with Add operation time the date includes the time.

Print preview of a Visit report with the type name Visit, the number and date, the company and partner details and the item with its serial number, and the Close, Print, Export, Printer, Zoom, Template and Localization controls

The print preview also lets you change the printer, the template, the language and the currency before you print.

Print several documents

Select the options in the Print Activities window and click OK.

Print Activities window with Currency and Language under Localization, the Print preview, Export all and Print all options, the Printer field and the OK and Cancel buttons
Option What it does
Currency, Language The currency and the language of the documents. The window does not remember them.
Print preview Opens the print preview for each document.
Export all Exports all documents. Available when an exporter for this document exists.
Print all Prints all documents without a preview on the printer selected in Printer:.

Permissions

Permissions are set in Edit → Administration → Permissions….

Permission What it allows Not allowed by default for
Reprint Documents → CRM Activities… The menu item and Actions → Print. Nobody
Documents → CRM Activities… The Annul button. Nobody, but Operators do not have Documents
Manage operators and view their operations Seeing the activities of all users. Without it the list shows only the activities with your user in User. Operators

Troubleshooting

Problem Solution
Reprint Documents is disabled The computer has no printer and no document exporter. Install a printer.
An activity is not in the list Check Date:, the search choice and Filter.
“An error occurred while generating the activity document!” Check that the type of the activity has an enabled document in Edit Activity Types, then try again.
“Please select a printer.” Select a printer in Printer: before you use Print all.

Related pages

Documentation