Tuesday, May 14, 2019

Add Sales Rep Email on Transaction PDF

1. Navigate to Customization > Forms > Transaction Form PDF Layouts.

2. Edit the preferred transaction layout.

2. Click Add Custom Element.

3. Set Element Name to Sales Rep Email. 

4. Set  Element Text to {salesrep.email}

5. Click OK.

6. Move/Adjust the position of the custom element as desired.

7. Click Save.

No comments:

Post a Comment