Use this link to share with your colleagues:
360 PDF Print View: https://help.pm.leapevent.tech/a/1078106
App Details
Good for:
Capturing key details about patron or organization accounts in a printable, shareable format (PDF!) that can be used in meetings, donor prospecting, and other engagement activities.
How it works:
After your admin goes through the configuration steps to set up a PDF template that includes all the details your organization needs in a printable view, a user will be able to generate the PDF at the click of a button.
First, you'll set up page sections and select what fields go into each section of the PDF
You can also include related lists in the PDF
Preview the template to see how it will be formatted
When the configuration is complete, generate the PDF by clicking the 360 Print View button
