FAQs in this section
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.
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.