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- Choose Reports > Service Management > General > Printable Notes.
- Select a sorting method from the drop-down list.
- To restrict the records that are printed, enter a Range. You can enter a range of customer IDs, authorscurrent author, or reminder dates.
- Click Insert>> to insert the restriction in the scrolling window. You can only enter one restriction per restriction type.
- Choose Print to print the notes that fall within the restrictions you've entered.