THIS APPLIES TO THE RETIREMENT VIEW - PROFESSIONAL EDITION ONLY
Originally from ticket #15829.
Hello,
I have a question on how to print my professional edition reports with notes that are created in the REtirement view program. Is there any way I can print those client notes for the program?
Thank you
Tim E.
ANSWER:
Under the Pro menu is a CLent Notes option. You can type notes in there.
When printing, check the box to print the Client Notes and they will be added as another page.