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