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Printing contact info on Est/SO/Inv PDF

edited Dec 23, 2019 10:55PM in Accounting / ERP 1 comment

Hi,

Currently our Estimates/SO/Invoices have custom body fields to select an appropriate Customer Contact, source their phone & email which get printed in the PDF.

We are now planning to use the "Contacts" subtab instead as one transaction may have multiple related contacts.

Question - Is it possible to pull in the details of a Contact into the PDF, based on their role (e.g. Primary or Accounts)?  Otherwise I may need to put in a script that would copy these details from the Contacts Subtab into the Custom body fields and retain the existing PDF formats.

Any ideas?  Thanks

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