After completing this article you will be able to
- Print individual and multiple forms from a Deal
- Understand how Recommended Forms get added to a Deal
- Remove Recommended Forms not to print
- Select All Forms to Print
Attention Users, This function will only work on Laser and FDF forms and is available in both Lightning and Classic.
Step One: Navigate to a Deal
From the DealerTeam Sales App ---> Click the Deal Tab ---> Click the Deal Number
The Global Search can also be used to locate a Deal by searching for Deal #, Account / Customer Name, or Vehicle.
Step Two: Forms Tab
From the Deal Screen, click the Forms tab to view the available forms.
Step Three: Manage Forms to Print
Does your org have a whole bunch of Deal Forms? Are there certain Forms that get printed on every Deal? Managing Forms on Deals just got a whole lot easier. Here are all the different options.
As a Prerequisite, the Systems Administrator must Assign Forms to a Location using a formula field to determine what forms will automatically be added to a Deal.
When a Selected Laser Form has a ★ blue star, a formula on the Form Assignment has evaluates to true and the system automatically added forms to the Deal.
Click the Trash Icon to remove any recommended form that doesn't need to print. The form will simply move back to the list of available forms.
Adding Additional Forms
From the list of available forms, click on the green + button to add additional forms to the Selected Laser Forms section.
Again, Click the Trash Icon to remove a form.
Print Individual Form
Any form added to Selected Laser Forms can be printed individual in two fashions.
- Click the Printer Icon on the desired form
- Select the form checkbox to print and click Print Selected Forms.
Note: Make sure your pop-up blocker is disabled or the PDF form will not generate. Or choose to always allow pop-ups and redirects from dealer-771.lightning.force.com
Select All or Multiple forms to Print.
Click the checkbox next to the Print Selected Forms button to default all forms in the Selected Laser Forms section to print. The Example shows All (4) Forms have been selected to print.
Alternatively, select the individual checkboxes of the forms desired and have just those forms print. Both processes will create the forms in PDF format to easily be downloaded, emailed or printed.
Click Print Selected Forms when ready to print.