FAQs in this section
Can I approve a record from the Summary view?
How can I add a tag from Summary view?
What is the Summary View?
How to share a document from the Summary View?
Can I set Summary View as my default screen to view records?
What does the +New button do?
Where can I find who changed a value in a record?
Does the landing page include an activity prioritization block (e.g., features to support Sales in its to-do prioritization)?
How can I export a record from the Summary View?
Table of Contents
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:
To export contacts without editing the Print Template, click Export PDF.
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.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment