by synolia

Create personalized MS Office or Open Office letters and documents from any Sugar module with one click. Define and create templates for any module and generate Office documents on any record and its related records. Great for mail merges and more!

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#791 - Template with Vars from multiple modules

Closed General Question created by richard 5 years ago

I have created a letter in template format but I need to bring in information from contacts, quotes and accounts. How do I do this?

I have gone into the module setup [ADMIN, SynoGenerateDoc Configuration] and made sure that all of those modules are active, but when I enter a new document, it only allows me to select a single module (like quotes, but not quotes and contacts).

Thank You

  1. synolia member avatar

    synolia Provider Affiliate

    5 years ago

    Hello,

    You need to select the main module and after you can add link between this module and other direct linked modules.

    Best regards,

    • richard member avatar

      richard

      5 years ago

      Outstanding - Please explain how I do this...

      Thanks

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