jeffreysbonik
Member since ‎06-29-2018
Canvas Initiate

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Account Owner Tag Not Pulling in Owner but rather ...

I am using the field tagger for the account owner Name, Email, and phone on a custom quote object. When I generate the quote it just pulls in me as ...

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Questions before a Docgen

Trying to enhance our credit application to have the sales rep number on it. Is there a way to ask for that in a popup before the doc is created...

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