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V5.8 Create and Email reports in one easy step
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Reports are stored in the following folder: |
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| ~ the report header |
\PIHelper\PITEXTF\ |
FAX: (000) 222-3333 |
| information is setup on |
View & Print reports in a Browser window |
support@pihelper.com |
| the Setup form |
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www.pihelper.com |
| Case:
9003 |
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Case
Notes 05/13/2003 |
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Client: |
Myers and Rogers |
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| Contact: |
Julie M |
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| Subject: |
Brian Andersonville |
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Note: The Client data displayed within the Client Information box is obtained from the Client database. It is not part of the case data. The only Client information stored in the case database is the Client # and Clisupp values.
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Subject Notepage: There are two notepages on this page: Personal Information and Associates. Detailed information about the subject is entered on the Personal Information notepage |
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In the Special Instructions field you can record any special Instructions for this case. The fields are shown on the Case Summary report. |
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In the Associates table shown the Date field is the Date the Associate was placed in the table. Any extended information about this Associate can be input in the Notes field. An Associates Report can be printed containing information from this table. |
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