Print a Customer Record "Notes" Area

sasteffl

This seems like such basic functionality, but I'd like to be able to just print a customer record with their "Notes" field.

 

We're a service based business so our field technicians like paper copies of customer records. The Hubspot CRM tool is so incredibly powerful yet the lack of this basic feature is a huge hinderence. When I try to print the browser window, Hubspot condenses the print area far too much as well so that's not an option either.

 

How difficult would it be to enable this feature?

7 Replies
PeP
Member

I agree, it would be very interesting to be able to print a Note or a Rendez-vous, otherwise to export as a PDF. Sometimes it's a resume we need to have anywhere else.

Thanks

e3vehicles
Member

A general print function is imperative to detail and review with outside sources/employees/Team members the entire converstation, notes taken etc even as a form of documentation is certain instances.  It doesn't seem like printing to PDF should be a hard function to implement.

Image
Member

I agree. This would be great to have this functionality. 

thechiefgood
Member | Platinum Partner

My client just asked for this. 

bendonahower
Top Contributor | Platinum Partner

Would love this as well!

MEpiscopo
Member

We would also appreciare under the “Actions” pulldown menu in a note there be a “Print” option added.

sasteffl
Participant

@bendonahower @thechiefgood as Platinum Partner's how can we do a better job of getting visibility into this request by Hubspot?