DA-Salesgenie-stack-logo-neg-new.svg
Find insights about our product.
Getting Started
What options are available for printing records?

You can print records by exporting them as a PDF document. Start from the list view screen, choose Export, and then select PDF document as your format. 

 

Step 1: Choose Records 

Decide which records you’d like to print: 

  • All records: Print every record in your list 
  • Remaining for purchase: Print only the records you have not previously exported 
  • Random Sample: Enter the number of records you want, and that quantity will be randomly selected from your list 

 

Step 2: Choose Level of Detail 

Select what details you want to include with each record. The following print output options are available: 

  • One Per Line: Prints the fields shown in table view, including basic address information and phone number (if available) 
  • Compact: Fits multiple records on a single page for quick reference 
  • Summary: Prints individual record boxes on a letter-size page with a summary of the available data for each record 
  • Detailed: Prints all sections and available fields for each record 
  • Custom: Allows you to select the exact fields or data elements you want displayed in the PDF 
  • Label: Formats records for printing onto mailing labels 
Did this answer your question?
DA-Salesgenie-stack-logo-neg-new.svg