How do I...?

create a template for exporting a record as a PDF / word document?

I'd like to create quote / order documents for a CRM application

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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      • David Nelson commented  ·   ·  Flag as inappropriate

        I currently use Classic for all my business in the UK. I have been told Classic is no longer available from July so I have to move my business onto Trackvia v2.0. This I have no problem with but I've just discovered templates for Document merge is no longer available. We do all our invoicing on Classic and now I can't. This can't be right surely. How do I do invoicing? Most of my work is government and they have strict guidelines ie must be a pdf etc.

        HELP!

      • Alex commented  ·   ·  Flag as inappropriate

        Hello,

        It currently is not possible to export an individual record, only views.

        There are several options to save a record as a PDF/Word document, however. To save as a PDF while in Google Chrome, select any record and view the record as a Form (or you can create a view to see a single record). Once the single record is selected, you will want to print the page directly from the web browser. The printing options window will allow you change the printer at the top; this window will provide you an option to Save as PDF.

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