Every section within bpm’online has “Printables” which are Word merge document templates or a report. These Printables can also be used for sending template emails using the bpm’online Email tool. The templates can merge-in data from any table or field including custom fields and tables. You can control which Printables show up for each section including having a different selection for list views vs summary views. The templates can be output as either a read-only .pdf or as a Word document for further editing. Printables can also be output as a traditional report so that you can include mathematics on numbers and charts and graphs.
Subscribe To Our Newsletter
Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!
You have Successfully Subscribed!