Can I Print Notes which are associated with Customers, Contacts or Projects Apps?

Updated on January 30, 2023 09:40PM by Admin

Notes are nothing but brief record that is kept in a written form related to the records. Notes appear almost in every application. You can add notes as well as print notes in any App. For instance, let’s take the Contacts App.

Steps to Print Notes:

  • Click on Show All from the left navigation panel.
  • Select a contact by clicking on the More Details(...) icon.
Contacts - More Details
  • Now the overview page appears, move to the Notes tab.
Contacts - Notes tab
  • Click on the note you would like to print and click on the Print icon at the bottom right relating to the notes.
Contracts - Note Print icon
  • The PDF will get downloaded automatically and you can view the printed PDF as shown below.
Contacts - Printed PDF