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Primary Contact on Transaction: How to reference in Advanced PDF/HTML Template?

in Ask A Guru 5 comments

Hi - I'm trying to include the name of the Primary Contact associated with a Transaction on an advanced pdf/html Invoice template and can't seem to get the Freemarker syntax correct. The field name within a saved search that delivers the correct results is {contactPrimary} and I've tried {record.contactPrimary} and {record.contactPrimary.entityid} in the template with no results. As we know, the Primary Contact on a Transaction can be different than the default primary contact at the Customer level. Any tips would be much appreciated! Thanks -


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