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Contact Name on Quotes

edited Dec 3, 2019 11:54AM in SuiteCloud / Customization 3 comments

If anyone can help with this I'd greatly appreciate it. I have been redesigning our Quote PDF layout, and have managed to do every change my company asked for except one: including the customer's contact name.

What bewilders me is that I managed to get two other fields from the contact's record to show correctly, but not the name! Here's what I did:

1. On our on-screen Quote layout I added a custom Transaction Body Field ('Opportunity Contact') of type = List/Record, and List/Record = Contact. This allows the sales people to select a contact name on Opportunities and Quotes.

2. Then I set up another Transaction Body Field ('Opportunity Contact Fax') of type = Phone Number, and set it to Hidden. I set Source List = Opportunity Contact, and Source From = Fax.

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