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Print Repair Order Notes

Notes entered on repair or work orders (ROs) can be printed from several different areas in the Infinity program. This article reviews the three options available.

Print RO Notes from RO

Prospect Activity Report

Prospect Sheets Report

Print RO Notes from RO

  1. Open the Parts & Service module.
  2. Choose the Service Invoicing list from the menu tree on the left side of the screen.
  3. Double-click over the RO you wish to open. This will open the RO window.
  4. In the upper left of the RO window, click the View dropdown menu. 
  5. Choose the View Notes option. This will open a Document Notes popup window.

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  1. Double-click on the line with note information on it. This will open the note in an email format.

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  1. At the top of the note window, select the Print button. This will allow you to print one note at a time.

    If you wish to print multiple notes at once, you will copy the information from one note, place it on a sticky note or in another document, paste these copied notes into the last note window to have all the information on one sheet, then choose the Print button to print all notes.

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Prospect Activity Report

  1. Open the Reporting module.
  2. Expand the CRM Reports section.
  3. Expand the Prospect Reports section.
  4. Click over the Prospect Sheets option. This will update the right side of the window to show a variety of report parameters.
  5. In the Choose Reports section at the top, check the box for the Prospect Activity report.

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  1. In the Include Activity section in the lower right, check the Include Notes box.
  2. Apply any other parameters you wish to the report.
  3. Select the Show Report button. This will open a new window to display the report.

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Prospect Sheets Report

  1. Open the Reporting module.
  2. Expand the CRM Reports section.
  3. Expand the Prospect Reports section.
  4. Click over the Prospect Sheets option. This will update the right side of the window to show a variety of report parameters.
  5. In the Choose Reports section at the top, check the box for the Prospect Sheets report.

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  1. In the Include Activity section in the lower right, check the Include Notes box.
  2. Apply any other parameters you wish to the report.
  3. Select the Show Report button. This will open a new window to display the report.

RONotes_CRM_Prospect_Sheets_output.png

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