Anyone know of a way to get an advanced PDF for opportunities? i can't choose it from the usual spot, looks like on the form settings for opportunities you also can't choose any sort of print layout. Has anyone gotten their print layout done via other means?
Vtor
07/27/2020, 6:47 PM
to be clear i know opportunities probably don't have a print layout because they're supposed to be internal, but the user really wants one
m
markderrick
07/27/2020, 7:05 PM
Use a PDF driven from a Saved Search, and just drop a button onto the form to print it.