How can I export a record from the Summary View?
Records exported from the Summary View are downloaded to your local computer in PDF format.
Consider the Contacts module.
Follow these steps to export a contact record:
- Select a record from the List View.
- Click the ellipsis displayed beside the contact name.
- Click the Print option.
- Select a print template from the drop-down.
- Select Edit & Export.
- Edit the Print Template by filling the required data fields.
- Click Save.
To export contacts without editing the Print Template, click Export PDF
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