Printing records in SuperOffice CRM

The print function in SuperOffice CRM allows you to easily generate printed versions of important records, such as companies, contacts, sales, projects, and follow-ups. This guide provides an overview of how to print these records, making it convenient to have hard copies for meetings, documentation, or further analysis.

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How to print records

The general steps for printing a record in SuperOffice CRM are largely consistent across different screens.

1. Navigate to the desired record: Go to the Company, Contact, Sale, Project, or Request screen to locate the item you want to print.
2. In the relevant card, tab, or dialog, click the Task button ().
3. Select Print from the menu.
4. In the preview dialog that opens, click Print to confirm.

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Specific scenarios

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Print contact from the Company screen

1. Go to the relevant company.
2. Select the Contacts section tab.
3. Right-click the required contact and select Print.

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Print follow-up from section tab

1. Open the required follow-up on the Activities section tab in the Company, Contact, Diary, Sale, or Project screens.
2. Click and select Print.

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Print follow-up from Diary

1. Select the required tab in the Diary screen (Day, Week, Month or View).
2. Right-click a follow-up and select Print.

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Additional tips

Quick navigation: Use the Navigator to quickly switch between different records, making it easy to locate and print what you need. Browser printing: After selecting Print, your browser’s print dialog will open. The options you see will depend on which browser you are using and your printer configuration.