Method CRM Try it FREE
 Method CRM Help Center
 Search  
Overview
Getting Started Checklist
Customization
Best practices
Consulting checklist and scoping
Glossary of common terms
Design Mode layout
Examples of Scoping
Method FAQ


collapse all | expand all
Export grid to PDF
Solution No. 142
This action opens a pop-up window with the contents of the specified grid exported in PDF format.
 
So where would we use it?
Here's a good example of where this action might come in handy.  Let's say all the information you need is in a grid, but in order to prep for a meeting you've decided you will export this information to a PDF and send it to those attending the meeting next hour.  This is very easy to do, and it makes you look prepared and more professional, too. Have a good meeting!
 
Properties
To set the properties for this action, follow the example steps below:
1. Select Export Grid to PDF from the Action dropdown list.
2. Select Grid/Table from the dropdown list.
3. Enter Internal note (Optional).
4. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.

 

Was this article helpful?