I'm new to Drawloop. Just created my first test document. Everything works as expected, but when I select "Bob Smith" from XYZ Account for my letter, the generated document ends up addressed "Julie Johnson" at XYZ Account. Right account, different contact than the one I specifically select. Please advise.
Drawloop seems to be pulling a different contact than the one I choose. What's going on?
+17Tim,
Glad your digging into Drawloop.
With regards to the contact appearing wrong, there seems to be an issue with the relationship you have selected in the DDP itself. If you have the relationship setup and referencing the Account_ID then it should pull through correctly.
Let me know if that helps.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.