NextGen Knowledge Center

Set up Print Note Trigger

The Print Note action automatically prints data from a specific note field.
  1. Follow the applicable steps in General Trigger Setup.
  2. Select the Print Note action.
    The Print Note window opens.

  3. Select a note to be printed.
  4. To save the information and close the window, select OK.
  5. If necessary, set up a specific condition for the Print Note action to be triggered.
  6. Select OK and save your template.