Printing paper forms from opportunity record fields?


Has anyone been able to find a way to print a paper form using Contact Record and custom Opportunity record fields???

Thank you!

Hi @Pam_Walker the problem you have is you need to use campaign builder, but campaign builder cannot see custom opportunity fields.

You would need to use something like Any Text Anywhere from the API Guys and copy the data to a holding spot on the contact record before running it through the letter generator in campaign builder.

I think that answers the question!

All the best