Printing notes from a People record

Notes from within a People Record can be exported to a Word document. 

Print notes from a People Record or Opportunity

1. Open a People record and click the Merge button

2.  or Merge Document (in Mercury 5).

3. Select the MASTER: Person Notes template and click Choose.

4. A Word document will be generated with your notes, including details about the People record.

5. You can then print this, or use as required.