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Printing contact info on Est/SO/Inv PDF
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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