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If you then import that edited CSV file back into its original form, Tap Forms will use the record IDs match the form’s records and updated any modified entries.

You could then edit that CSV file with a compatible app like Microsoft Excel or Apple Number. Tap Forms can export a form to a CSV file, complete with record IDs and any attachments in a related folder. There are a couple of key tricks you can use to edit Tap Forms data with other apps. Here is the example text for quickly creating an address label by hand: This allows Tap Forms to automatically expand a field’s width, and move any fields next to it, in case a label’s contents are wider than others (for example, someone has a long city name that might not fit inside a static label box).

Type the case-sensitive field titles into the box, and surround each field title with square brackets, like the example below.

Select Text tool at the top of the Layouts panel (the ‘A’ icon).

You can quickly create an address label that uses a flexible layout, of sorts: Since this project is about a CRM, and address labels are the most popular kind created in Tap Forms, I’ll share an address-related trick. Your Custom Layout will change to reflect its new Label design.

From the bottom of the Layout panel, drag fields onto your new label.

Click the label to use, then click Select.

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Here you can preview all the supported label formats or type in an Avery code if you know the one you want

In the new panel setting that appear, click Select a label.

In the Layout panel, set Design For to Labels (the right option).

These custom labels have a lot of flexibility, as they support multi-line text and even media. Over 1,000 Avery label formats are supported, or you can create a custom size. It’s great for barcodes, addresses, and everything in between.

Optionally, rinse and repeat these steps on the other Custom Layouts in this form.

Select the Custom Layout to print after the current one prints.

Near the top of that panel, click the Print Next menu.

Click the Layout panel in the top toolbar.

Open a form with multiple Custom Layouts, and select one.

But, you can chain multiple Custom Layouts to be printed together. First, only what fits on a page will be printed. Things get more interesting with Custom Layouts. Any fields that don’t fit on the first page will appear on the next. If you print the default layout of a form, records will automatically span multiple pages. There are a couple important details to know about the way layouts behave when printing forms from a Mac.

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In the full details print dialog, select Print all records( That means all records in your Saved Search, not all records of the entire form).

In the print dialog that appears, be sure to click Show Details.

To print all records from a Saved Search:

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This is handy if you want to email a PDF file rather than printing a physical copy. You can also print to a PDF file by clicking on the PDF button at the bottom of the Print panel. Or maybe just the contacts who have notes attached so you can review and annotate them. This can work even if you use a filter like Saved Searches to create a report of, say, all your CRM contacts you haven’t spoken with in over a month. One of the more popular ways to make use of one’s Tap Forms records is to print them. You can also sign up to my (mostly) monthly newsletter which rounds up recent blog posts, Tap Forms tips, and occasional interviews with users from a variety of industries and backgrounds. If you want to get caught up on the series, check out Build a CRM part 1, part 2, and part 3. Things like creating reports, printing various layouts (and labels!), editing your data and attachments with other apps, and even collaboration!

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Diving further into this Build a CRM series of Tap Forms Projects, we’ll explore a variety of ways to use data from your forms.

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