1. From the side navigation bar click Contacts > Contact List
2. Search for your contact and then select their name
3. Once on the contact summary page for that client from the "Actions" drop-down select "Print Summary"
Integrated Partners
How to print your contact summary page
Last updated on 04 Oct, 2023
1. From the side navigation bar click Contacts > Contact List
2. Search for your contact and then select their name
3. Once on the contact summary page for that client from the "Actions" drop-down select "Print Summary"