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2017-01-27 - Executive Summary Printouts

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We recently made changes to the way you access Executive Summary printouts from the "Print" drop down menu on the Opportunity Screen.

If you don't have Relationship Awareness, or if you have Relationship Awareness and there is no relationship attached to your Opportunity, you’ll see the option to print the “Executive Summary – Opportunity” to see a quick snapshot of the Opportunity instead of the option to print the “Executive Summary." The printout has a different name, but the information in the printout hasn't changed.

Here is the Executive Summary – Opportunity option that gives a quick snapshot of the Opportunity

 

If you have Relationship Awareness and there is a Relationship attached to your Opportunity, you’ll see a new option to print the “Executive Summary – Relationship Impact,” which displays information from the Relationship Impact screen. You used to see this printout when you printed the “Executive Summary” for an Opportunity with an attached Relationship. You can now choose to print both the “Executive Summary – Relationship Impact” and the “Executive Summary – Opportunity,” which is the same printout that you’ll see when there is no relationship attached to your Opportunity.

Here is the Executive Summary – Relationship Impact option that gives information from the Relationship Impact screen


For more about printing from the Opportunity Screen, check out our article on Opportunity Printouts.

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