I'd like to create quote / order documents for a CRM application
Anonymous shared this idea · Aug 21, 2014
create a template for exporting a record as a PDF / word document?
I'd like to create quote / order documents for a CRM application
Anonymous shared this idea · Aug 21, 2014
Comments
1 comment
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 to change the printer at the top; this window will provide you an option to Save as PDF.
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