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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Setting Quick Print Options

The quick print function uses your Web browser's print functionality to print the records currently shown in a list. You can also use Microsoft Excel as your quick print application. Quick print settings are defined in the User Preferences screen, then Printing view.

To set up quick print options

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Printing.

    The Printing form appears.

  3. Complete the fields as needed to set up printing the way you want it.

    Some fields are described in the following table.

    Field Description
    General Behavior
    Application Menu - Print Behavior Determines how on screen data prints when you use the application-level menu (File, then Print). (Applies only to HTML. If you use Microsoft Excel only the list will be printed.) Choose from the following options:
    • All Applets in View. Prints each list or form sequentially, left to right and top to bottom.

    • Selected Applet Only. Prints only the selected list or form.

    Applet Menu - Print Behavior Determines how on screen data prints when you use the menu button (Menu, then Print). Choose from the following options:
    • All Applets in View. Prints each list or form sequentially, left to right and top to bottom.

    • Selected Applet Only. Prints only the selected list or form.

    List Behavior
    Print Individual Lists Using Choose from the following options:
    • Microsoft Excel. If you want to print only list applets.

    • HTML. If you want to print an entire view.

    Rows to Print Choose from the following options to determine how you want rows to print:
    • All Rows in Current Query

    • Selected Row(s)

    Columns to Print Choose from the following options to determine how you want columns to print:
    • All

    • Visible Columns


You can select Microsoft Excel as your quick print application.

To select Microsoft Excel as your quick print application

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Printing.

    The Printing form appears.

  3. From the Print Individual Lists Using drop-down list, choose Microsoft Excel.

You can select the Web browser's print function as your quick print application.

To select the Web browser's print function as your quick print application

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Printing.

    The Printing form appears.

  3. From the Print Individual Lists Using drop-down list, choose HTML.

Related Topics

"Changing Browser Security Levels"

"Printing Records"