Friday, January 2, 2015

ZOHO CRM - PRINTING RECORDS

Even though we all try our best to be green we find, every now and then, that we need to print some of our data.  There are several ways to print in Zoho CRM...

PRINT A SINGLE, DETAILED RECORD:
To print a single record (ALL fields in Layout format, related lists)

  • navigate to the record and open it
  • Under the Record Tools bar (upper left)
  • click More Actions
  • select Print Preview option
  • Click Print Page

PRINT A LIST OF RECORDS
  • Click the module name in the top nav bar
  • choose the VIEW that will list the records and columns you need 
  • click the Printer Icon (far right)
  • Click Print Page

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