Print a Record

When you want a hard copy of a record, you can print it from the open record or from a report that includes the record.

  1. Do one of the following:
    • Right-click the record on a report and select Print. The Print Dialog window opens.
    • With the record open, click Print on the ribbon.
  2. Click File and select Print.
    The Print window opens.
  3. Click Print.
    Tip: When you print incidents, contacts, tasks, opportunities, answers, organizations, assets, or quotes, the format is defined by print pages in message templates. You can customize these templates from the Message Templates editor. See Print Templates.