Quickly print or download PDF documents that list activities for your contacts, users, vehicles and venues. There’s two options to choose from out-of-the-box:

To print activity documents, head to People & Organizations and click into a contact, user, or venue. They’re also available for vehicles in Resources > Vehicles.

The list of available documents is under the “Print” heading.

A list of any activities that aren’t yet completed for this contact, user, vehicle, or venue. You’ll see activities grouped by start date, along with the subject, type, priority, location, and description.

A list of any service bookings that aren’t yet completed for this contact, user, vehicle, or venue. You’ll see service bookings grouped by start date, along with the location, job name, service name, and description.

All of the documents that come with Current RMS are fully customizable using HTML & CSS, so you can edit these or even create your own documents! When creating the document, set the module to “member”.

Not familiar with HTML? Don’t worry – we offer a service to modify document layouts. Contact our customer success team using the green help bubble to let us know what you’re after ↘️