OutlinePrint and export data in multiple formats. Most features will allow your to easily print to pdf, image format, excel. Alternatively simply email the document to a customer or lead. Target Audience> Public Video Links> Not Applicable Steps to access options Printing, auditing Detail Emailing documents to clients Printing and exporting to multiple formats
Category: Export Options
Export Options, General, Help, Highlights, New Features, Print Options
Call Logging, CRM, Export Options, General
The CRM module allows for more than one layout to be printed. Its supports multiple different layouts and copies of that layout when an incident is posted. For instance, your company may want a limited internal version printed so tools, stock etc can be dispatched. The technician or sales person could have another layout with … Read More “Incident Layouts by diygalaxy.com” »