Problem:
I want to display the invoice owner and invoice owner address on a printed quote. I am using word for Mac and not having luck using the merge fields. How do I properly set up my merge fields on the quote template to display the field values?
Quote Template being used: test, template ID 2c92c0f96b4f8a98016b68dd6eexxxxx
Fields to display on quote:
Invoice Owner, API name zqu__InvoiceOwnerName__c
Invoice Owner Address 2, API name Invoice_Owner_Address_2__c
Solution:
After analyzing the quote template and found that there is no object specified in the fields from the quote object.
zqu__InvoiceOwnerName__c
Invoice_Owner_Address_2__c
Since the fields are related to Quote object, we need to specify the mergefields as below format:
Quote.InvoiceOwnerName
Quote.Invoice_Owner_Address_2__c
Once correct merge fields are used, the quote template is populated with the requested fields.
