![]() Let us begin with the Basic Information block. You will need to enter information in the following blocks to create a print template. Currency and Number Field Configuration.Enter the data required in the following blocks.Shall we create a new print template? Simply follow these steps and remember to keep data on hand before you start: After successfully creating the template, you can choose to print a record from the list and detail views. It is recommended that you keep the data on hand and readily available before creating a template. A template will have the following blocks for which you will have to enter information and configure settings. The print template feature allows you to create new templates or modify existing templates to match the nature of your business. Add new templates using the + Add Print Template button in the List View. ![]() Use Filters to select and view templates.Enable the status toggle to indicate a print template is active.Use the Search by Template Name option to search for a template.In the list view, you can perform the following actions: Assigned to: The number of emails that were opened.Default Template: The number of emails that were sent.Module: Name of the module the template is associated with.In this view, you will see a list of all templates with the following information: The list view is the first page that opens when you access Tools > Print Templates. You can view existing templates in the list view. Print Invoices and send them to your customers' postal addresses.Easily print Opportunity records and forward them to your sales reps.That means you don't have to create a template from scratch, thereby saving you time and effort. The Vtiger Print Template module provides you with a list of default templates that you can use to print or export your records.
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