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How to download a PDF of a Customers Wish List
How to download a PDF of a Customers Wish List

Describes how to download a wish list pdf for a specific client

Chris Minassian avatar
Written by Chris Minassian
Updated over 3 years ago

BusinessMind can generate an elegant pdf of a customers wish list which can then be emailed or printed for the customer.

  • From the BusinessMind home page click the Contacts link.

  • From the Contacts home page locate the View Contacts area and search for the contact you want to generate the wish list pdf for.

  • Click the contact to display the contact detail view

    If you are in BusinessMind Web App

  • Click the Wish List PDF button

    If you are in BusinessMind Desktop App

  • Click the PDF icon and choose Print Wish List


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