Profile Printing
04-06-2022
We made a few adjustment to the "Profile Print" action. Firstly, the old "Profile Print" is now "Advisor Review" and secondly, "Profile Print" is now a new printing feature outlined below.
Profile Print will now open up a new browser page with a printable template with profile information. If you run this action on a profile with no information it will generate a data intake template, perfect for in-homes with limited or no internet access. Otherwise it will just print out all the information you have already gathered.
