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Add Billing Contact to PDF Layout

edited Sep 18, 2012 1:23PM in Accounting / ERP 2 comments

How do I add a contact name for a specific role to a Transaction Form PDF Layout?  Specifically, I am trying to add the Billing Contact (role) name to a Quote.  The contacts associated to the Prospect are listed in the Relationships tab of the Quote but are not available to add as a Custom Element in the PDF layout.  Do I need to pull these into the Transaction Form first and then onto the PDF layout or is there a way to pull this data directly onto PDF layout?

Thanks,

Kevin

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