Video Tutorial

Viewing and Printing Log Notes.mp4

Step-by-Step Guide

Quick Reference for Advisors

If you just want to view and reference prior logs while on a client call, for example, click the "View Report" link below the list of Log Items and toggle off the report chart to see the log notes on a particular CE record.

image.png

image.png

Compliance & Printing

If you want to get a list of all client logs for compliance or printing, you'll need to do it via the report as well.

Click the "View Report" link

image.png

Click the "Export" button

image.png

Select "Details Only" and then "Comma Delimited" as the format, then "Export". (the formatted report view and Excel format options will actually cut off the log notes after a certain number of characters so that why it needs to be a CSV)