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#2207 - Pull Data from Multiple Modules (accounts and Contacts) into One Generated Document?

Closed Feature created by FlashGordon14 7 years ago

Is there a way to pull data from both account and contact modules into one document?

Thanks

  1. dharma member avatar

    Izertis Provider

    7 years ago

    Hi there,

    You can obtain data from contacts related to an account, or data of the contact's account using calculated fields. For information about calculated fields, please see examples in 'custom/modules/Opportunities/DHA_DocumentTemplatesCalculatedFields.php'

    If you need to obtain a list of account, and then, a list of contacts both in the same document, we could implement a special report, you should give us an example of what you need, please.

    Regards,

    Anabel

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