Printing a Relationship Statement & Extended Information

Relationship statements and extended information reports are for internal use only. These Synapsys reports provide an overview of a clients relationship.

To print a relationship statement and extended information, do the following:

  1. In Xperience > Products > Synapsys CRM > Desktop. The Home/Suite Manager screen displays.
  2. In the Search field, enter the clients name.
  3. Click Enter.
    • A list of matching clients appears. 
  4. On the 10-Second View page, click Print
  5. Choose one of the following:
    • Print Relationship Statement 
    • Print Extended Information
  6. Click Run Report.
  7. If necessary, print the information.

 



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