in the online doc is showed that is possible to Download as PDF the Account, Contact, Lead ... record as pdf in the Actions Menu, but if I look in the fresh installation of our version 7.7 is not available !!
If you go to Admin > PDF Manager, do you see any PDF templates for the modules where you expect to be able to download a PDF for? If there are templates listed, are they published?
If you do not see any templates listed, if you create a template and publish it, do you then see the option to download the PDF?
Hello Lori Arce,
You are saying is very perfect but I have found out one issue with that which should be considered as enhancement request and to be given in next release. Alex Nassi I have tag you as you should be look at this too. I have noticed that you have some idea about this and you can carry forward my request to the SugarCRM developer or SugarCRM lobby.
I have created 2 template for Accounts module and I can see the action menu as below.
I have 6 accounts type and I need to create 6 pdf template for each type of account so I go ahead and created 5 and see my below screen shot.
This is not so good layout for action. As I can not have options on my action menu . It went below my screen and I can not click on that.Which is pretty bad.
Suggestion : Open side dropdown to select the template and leave the action menu as it is.Same as it is given in to Quotes ( BWC ) module.See my below attached screenshot.
Hey Guys if you need anything from my side or any questions or not like my suggestion.Anything you can comeup with me any time with anything.
Happy To Help!!!
Per your other community post, I created a Feature Request for you and submitted it to our Product Management team.
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