LeadCenter.AI Help Center

Contact Us Sign in

Contact Management

Download Notes as PDF
Contact Management Dashboard Contact Details Page Overview Adding, Editing, and Deleting Contacts Global Search Primary vs Preferred Contact Information Client Status Client Termination Reason Risk Tolerance Employer Search in Contact Details Contact Categories Contact Tags Contact Custom Fields Custom Fields Designer Creating and Saving Contacts filters Creating Segments Sales Pipeline Management Sales Pipeline Stages Sales Pipeline vs. Additional Pipelines Sales View vs Servicing Advisor View Contact Writing and Servicing Advisors Contact Owner vs. Writing Advisor vs. Servicing Advisor Families (Households) Defining Family Relationships View Household Events, Meetings, Notes, and Tasks from a Contact Companies Module Use Troy AI on the Households List Deals Module How Possible Duplicate Contacts Are Detected How to Identify and Filter Duplicate Contacts How to Handle Duplicate Contacts When Family Members Share the Same Email Merge Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Managing Notes Note Templates Download Notes as PDF Sending and Receiving Emails Sending and Receiving Transactional Text Messages Managing Contacts Marketing Subscriptions Financial Questionnaire Managing Terminated Clients Filter Lists by Date Range Use Contact Peek to View Recent Activity Contact Audit Log

Contact Management

Contact Management Dashboard Contact Details Page Overview Adding, Editing, and Deleting Contacts Global Search Primary vs Preferred Contact Information Client Status Client Termination Reason Risk Tolerance Employer Search in Contact Details Contact Categories Contact Tags Contact Custom Fields Custom Fields Designer Creating and Saving Contacts filters Creating Segments Sales Pipeline Management Sales Pipeline Stages Sales Pipeline vs. Additional Pipelines Sales View vs Servicing Advisor View Contact Writing and Servicing Advisors Contact Owner vs. Writing Advisor vs. Servicing Advisor Families (Households) Defining Family Relationships View Household Events, Meetings, Notes, and Tasks from a Contact Companies Module Use Troy AI on the Households List Deals Module How Possible Duplicate Contacts Are Detected How to Identify and Filter Duplicate Contacts How to Handle Duplicate Contacts When Family Members Share the Same Email Merge Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Managing Notes Note Templates Download Notes as PDF Sending and Receiving Emails Sending and Receiving Transactional Text Messages Managing Contacts Marketing Subscriptions Financial Questionnaire Managing Terminated Clients Filter Lists by Date Range Use Contact Peek to View Recent Activity Contact Audit Log

Download Notes as PDF

Download your notes as professionally formatted PDFs — a single note, or a whole list of notes. This makes it easy to save, print, or share client documentation without reformatting.

Overview

The Download PDF option lets you generate a PDF directly from your notes in LeadCenter.

Each PDF includes:

  • Your business logo (or business name if no logo is set)
  • Contact information (name, email, phone, company) when available
  • Full note content with metadata (author, category, date updated)
  • Related module details (appointment, task, account) when the note is linked

How to Use

Download notes as PDF from the note actions menu and notes header

Export a single note (actions menu) or a list of notes (header button).

Download a single note as PDF

  1. Navigate to any page that displays notes (for example: Contact Details, Notes listing, or Households).
  2. Find the note you want to export.
  3. Click the three-dot menu (⋮) in the note’s actions column.
  4. Click Download PDF.
  5. The PDF opens in a new browser tab, ready to view, print, or save.

Download a list of notes as a PDF

When you download more than one note, LeadCenter builds the PDF in the background and emails you a link, so even a long note history downloads without timing out.

  1. Open the notes you want: a contact's Notes tab, the main Notes page, or a household's notes.
  2. Set up the view first. The PDF matches the notes on screen:
    • On a contact, choose This Contact for that person only, or Household for everyone in the family.
    • Use the search box, Note types, or Category to narrow the list. For example, check FQ to download only financial questionnaire notes.
  3. Click Download PDF next to Create note. A message confirms that your download is being processed.
  4. Open the email sent to your account email address and click the download link to save the PDF.

Note: You can open the same download link more than once. If the view has no notes, you'll see a warning and no email is sent.

Where to Find It

  • Contact Details → Notes tab — download a single note (three-dot menu) or the list (header button)
  • Notes page — download a single note (three-dot menu) or the list (header button)
  • Households → Notes tab — download a single note (three-dot menu) or the list (header button)

You only see the Download PDF button if your role includes permission to download notes. Private notes you aren't allowed to see are left out of the PDF. Learn more in Roles & Permissions.

Troubleshooting

  • A single-note PDF didn't open: Make sure pop-ups are allowed for LeadCenter in your browser, then try again.
  • I didn't get the email: Check the inbox for your LeadCenter account email address, including spam or junk. Large note histories can take a few minutes. If the view had no notes, no email is sent.
  • The PDF has more or fewer notes than I expected: The PDF follows the view you had open. Check the This Contact / Household toggle, the search box, and your filters, then download again.
  • I don't see Download PDF: Your role may not include permission to download notes. Ask your account admin.

Related Articles

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.