Hi,
I’m going to be adding a lot of documents to suite crm that are to be centrally used by clients. The documents will have merge fields for:
Date
Name
Account Numbers
Descriptions
Do I create these marge fields in each document or is there a single location I go to in order to put them and then insert them into the documents?
I’m sorry, I don’t understand your question.
Have you tried the PDF creation process in SuiteCRM yet?
Go into the PDF Templates module and create a new one for the module it is intended. This will affect the fields available for substitution.
Now go into the Contacts or Accounts List View and select some, and click (from the actions dropdown) Print to PDF. You can access the generated PDF’s from each Contact’s Detail view (below, in a subpanel).