Print a Contact

 

You can easily print the entire history of the contact record or certain sections of the history as needed.

  1. From the contact record, click "More," then select "Print Contact" from the dropdown menu. 

  2. A sub-menu will open, and you will choose from a variety of options, including:
    • All Details
    • Contact Record Info
    • Pending Tasks
    • Upcoming Meetings
    • Sales Opportunities
    • History
    • Notes

  3. After you make your selection, the system will convert it into a printable format.

 

That’s all you need to know about printing a contact. If you encounter any issues or have any questions, don't hesitate to reach out to our support team

 

 

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