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Document Publisher - Phone and Company Details

Morning all,

I'm producing a document to be used with the document publisher and want to include phone and company details.  Some examples of what I need are:

  • Customer company name
  • Account manager mobile number
  • Account manager email address

Any help would be much appreciated.

Cheers

Martin Jubb Answered

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Hi Martin,

Will the Document Publisher be run on a Project? Is Account Manager a Customer entity field?

Thank you!

Roland Pumputis 0 votes
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Hi Roland,

Thanks for getting back to me.  I figured this out not long after i submitted the post!

Cheers

Martin Jubb 0 votes
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