How can I export records in PDF format?
You can export records as a PDF file from the List View of a module.
Follow these steps to export contacts as a PDF file:
1. Select the radio button displayed to the left of the List View columns. Doing this selects all the contacts in the list.
2. Click the Print/Export PDF icon.
3. Select a print template.
4. Click Edit & Export.
5. Edit the print template by filling the required data fields.
6. Click Export PDF.
The list of records will be downloaded in a .pdf file. You must follow the same steps to export records as a PDF file from any module in Vtiger CRM.
You can also export a single record as a CSV or PDF file from the List View. To do this, you must select the radio button displayed against the record and follow the steps described above.
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