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transaction form crmsdk fields

edited Nov 22, 2019 6:06PM in CRM 4 comments

Hi

I have just been informed that one of the quote forms we use now has to have 1/2 a page of legals on it. (go the lawyers!)

I have spent the day getting the quote form into shape - had to resort to HTML to get that much text on it!

The last detail was to insert the customer's name in 3 spots in the legal section.

Imagine my horror and shock when I cannot find a crmsdk field for transactions that is the customer name.

Please - tell me this is my square eyes from staring at the screen all day.  Please say NS can do this and I just don't know how.  And please, can anyone tell me how to do this?

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