rob1234

Button code to default contact to primary contact

Discussion created by rob1234 on Dec 10, 2018

Hi,

I wonder if anyone could help please as cannot seem to find any documentation on this? When clicking on the Docugen button I have to always select the contact to use.  Is there a way in the button code to default this selection to the contact designated as the Primary Contact?

 

Many thanks, Rob

 

Docugen

Outcomes