Monday, September 10, 2018

<NLCOMPANY> Tag Do Not Populate the Company Name of the Contact when PDF Merge is Sent from theTransaction

Since merging is done from a transaction record and not from a customer record, it is ideal to use
< NLENTITY >  instead of < NLCOMPANYNAME > for Company Name. For Contact Name use
< NLENTITYID > instead of < NLCONTACT >.

Note: Merge fields are dependent on what entity type a user is merging from.

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