How to Only Print What you Care About

FollowUpCRM

  1. 1. Navigate to the Project that you'd like to print records of. And click the dropdown arrow in the top right corner.

    Navigate to the Project that you'd like to print records of. And click the dropdown arrow in the top right corner.
  2. 2. Click on Print

    Click on Print
  3. 3. Check or uncheck anything you'd like to print!

    Check or uncheck anything you'd like to print!
  4. 4. Anything that is checked WILL print.

    Anything that is checked WILL print.
  5. 5. If you'd like to add a last minute note, click Add Printing Note.

    If you'd like to add a last minute note, click Add Printing Note.
  6. 6. Enter your printing note here.

    Enter your printing note here.
  7. 7. Click on Save Note

    Click on Save Note
  8. 8. Many times printing the Project Comments section can make a file over 10 pages long. If you don't want all the comments printed, simply uncheck Project Comments to save printing costs.

    Many times printing the Project Comments section can make a file over 10 pages long. If you don't want all the comments printed, simply uncheck Project Comments to save printing costs.
  9. 9. You can also create Print Templates to save these settings for each time you want to print out your project data. Click Save Print Template.

    You can also create Print Templates to save these settings for each time you want to print out your project data. Click Save Print Template.
  10. 10. Title your printing specifications. If you want to print all your current projects each week, you could title this print template "Monday Morning Sales Meeting Print Specs."

    Title your printing specifications. If you want to print all your current projects each week, you could title this print template "Monday Morning Sales Meeting Print Specs."
  11. 11. Click on Save Template

    Click on Save Template
  12. 12. Click on Print

    Click on Print
  13. 13. That's it! Now you can print only what you care about!