Printing Contact Profiles

You can use the Print option on a contact detail page to print a copy of all information saved for that contact, including an image of that contact if you have included one.  

Use this function to create customer flashcards to be used to review the details of a group of clients each morning as you put together your schedule or before attending a networking event.

Begin by clicking on the Contacts tab in your account.

Click on the MORE button for any contact you want to print their profile. You can also use a list to access a specific group of contacts.

Select Print

On the contact detail page, select Actions > Print in the top left corner of the screen.

You will then be taken to a print-friendly version of that contact. You can save the page as a PDF or print it from your printer.

What data is included in the Print view?

Data that is included in the Print version of the contact includes the following:

  • All name information

  • All contact details; addresses, phone, email, websites

  • All custom fields

  • Past and current to-dos

  • All communications

  • All comments

  • Contact statistics

Information that is NOT included in this view:

  • Attachments

  • Deals