Ability to Print the Constituent record - printable format

A way to have a button so that the constituent information is displayed in a printable format easily. Similar to Quick Profile page or something with no formatting issues that can be sent to a printer.

  • Charmel Dodd
  • Mar 4 2020
  • Reviewed: Voting Open
  • Attach files
  • Jason Godin commented
    July 27, 2020 21:23

    In addition to concurring with Charmel's "technology aptitude" point, I find a print-friendly constituent profile a critical need for our development field contact files. It would prove ideal to have relationships, giving history and all custom fields at our fingertips without relying on a WiFi connection.

  • Charmel Dodd commented
    March 04, 2020 19:13

    Thank you for the clarification and reminder on how else we can access data. There are just some people who still need paper to look at or in their hand :) For the most part this is something we would want to do for 1 constituent at a time .

  • Luke Stitzinger commented
    March 04, 2020 18:53

    Thank you for that context. One way you can currently accomplish this is by printing the information from lists via Excel. It's not a first-class printed page, but it can get the job done in a pinch.
    I do also want to make sure you know that the contact on the record page is responsive, so it does respond and show properly on phones and mobile devices.

  • Charmel Dodd commented
    March 04, 2020 18:33

    For those with less technology aptitude, sometimes a print out of the data makes it easier for an administrator or the pastor to review the details and take the contact info with them for a visit, etc. Screen shots just don't work well without manipulating the layout. Typically looking for just the constituent summary, contact info and membership tile info

  • Luke Stitzinger commented
    March 04, 2020 18:13

    What are you trying to accomplish with printing the record?