How do I print records in Zoho CRM?

How do I print records in Zoho CRM?

In Zoho CRM, you can print the following:
  1. The list of all the records (Leads, Contacts, Accounts, Cases etc.) with some basic information from the list view.
  2. Each record with all the details related to the record.

To print records

  1. Click the [Module] Tab.
  2. In the [Module] page, select the list view that contains the records you want to print.
  3. Click the Print View link.

  4. In the Print Preview page, the system displays the list of records.
  5. Click Print Page.

To print record details

  1. Click the [Module] tab.
  2. In the [Module] page, click the record you want to print.
  3. In the [Module] Details page, click Print Preview.
  4. In the pop up window, click Print Page.
Note: You can also print the details using the web browser's Print function.

    • Related Articles

    • How do I export my leads from CRM to an XLS file?

      You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...

    • Why is the Merge Template Print option not available for certain modules?

      The Mail Merge Templates option is restricted to Leads, Contacts, Accounts, and Deals. Email Templates are module-specific, that is, appear only if there are any email templates created for the module in question. Inventory Templates are restricted ...

    • Which edition will the new CRM account be subscribed to?

      Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary. The ...

    • FAQs on Reports

      1. What are reports in Zoho CRM? As an organization, the more you grow, the more complex your data becomes. This data holds powerful information about your customers, employees, profit, sales, opportunities, and other aspects of your business. It is ...

    • I am unable to create new CRM organizations. Why is this?

      In the following cases, you will not be allowed to create a new organization: If you are already associated with 10 org accounts.  If you are a Super Admin in five org accounts. You can be associated with up to five more accounts through invitation ...