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Sourcing Contacts in a List - Display Issue
Every estimate we do is to a company, and we want to include the contact that we're quoting in the header of the estimate. I have a custom field that sources from the contacts list so that our sales reps can select who at the customer they are actually quoting, but whenever I use the field it prints on the PDF as "123456 CUSTOMER: Contact Name". I just want the name, not the customer information.
Here's what it looks like:
And printed:
Can't find anything about how to not show the customer information in that field. Any help?
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