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Level 1

Data Fields for Templates

Is there a list of where the data fields in a template appear in the customer setup and vice versa.

 

For instance on the template for an Invoice there is a data field for Customer Alt Contact Name but I don't see Customer Alt Contact Name anywhere in the Customer Setup.

 

On the flip side there is a field for Mobile Number on the Customer Setup but the Mobile Number field does not appear as an option for a Data Field in the invoice template.

 

Thank you!

Diane

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