FAQs in this section
What is exporting in Vtiger CRM?
How can I export records in CSV format?
What is the difference between exporting and printing?
Can I export records as an Excel file?
How do I export users to my local computer?
How can I export all contacts from a list?
What are Google Sheets?
What is Export to Google Sheets feature in Vtiger CRM?
What are the benefits of Export to Google Sheets feature?
What are the prerequisites to export data to Google Sheets?
How to export CRM records to Google Sheets?
What are the limitations in exporting data to Google Sheets?
Can I export or import Whitelist domains from the Add-on publisher?
Is printing a list of contacts or clients from a particular location possible?
How can I export records in PDF format?
Table of Contents
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.
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