Articles on: OneHash CRM | Printing

Adding Fields in Print Format

Customizing Field Visibility in Print Format

Each transaction has a Standard Print Format. In the Standard format, only certain fields are displayed by default. If a user wants to display a particular field in the Standard format, it can be customized by using Customize Form tool.

Let's assume in the Sales order, we need to make Shipping Address field visible in the standard print format.

Step 1: Go to Customize Form

Home > Customization > Form Customization > Customize Form

Step 2: Document Type

As per our scenario, Sales Order will be selected as Document Type.

Step 3: Disable Print Hide

Click to open field to be made visible in the Standard Print Format. Disable Print Hide field.

Step 4: Update

Update Customize Form to save changed. Reload your OneHash account, and then check Print Format for confirmation.

Updated on: 01/04/2023

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