How to export or print particluar fields of business project info

Z

Zorik

I would like to be able to print a project summary sheet for my business
projects. I know I can print the information from the Business project form,
but I would like to customise the information contained (for example, to
remove unnecessary information and to include details of the linked business
contact) and how the printed page looks. Is it possible to do this? Or is it
possible to export particular job information fields to Excel or Word?

It is possible to mail merge business contacts. Can a similar merge be
completed on Business Project information - this would also be a possible
solution for me?

Thanks.
 

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