07-23-2008 03:33 AM
When entering opportunities, under the opportunities tag under "user fields" - where it says "opportunity field 1 to 8" I have renamed a few fields to eg: "estimate number" - now when sending out a follow up fax to the client I need to quote exactly that number, which was entered into that field... but when editing templates... I do not find "opportunity field 1" nor the new field name "estimate number"
What do I have to do to get this exact field content into my fax templates?
07-28-2008 11:13 AM
Opportunity fields cannot be added to templates.
I'm hearing ACC Roy_Laudenslage is the go to guy for reports/templates. Try contacting him through private message for a possible solution.