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Fast Tip Friday: Customizing Your Quick Print Preferences #ACTCRM

by on ‎05-10-2013 09:56 AM (6,881 Views)

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Quick Print is a great tool to use when you simply want to print a view in ACT!. For example, you may be viewing activities for a contact and want to quickly print the list for offline viewing. It’s a simple tool to use, but did you know you can customize default settings for the Quick Print feature? Here’s how!  


Customizing Your Quick Print Preferences


1. In ACT!, click Tools > Preferences…


2. Select the Communication tab, and then click Quick Print Preferences…



3. From the “Views” list select a view (Or hold down CTRL on the keyboard to select multiple views) for which you would like to modify preferences. Select a preferred:

  • Paper orientation
  • Size
  • Font
  • And optionally customize the Header/Footer options

4. Click OK to save your changes.


5. To test your new default settings, open a contact, and then click the Activities tab.


6. From the Contact Detail toolbar, click Print Current Screen and your default settings will be displayed. Click OK to print!