CRM Document templates for "Products" field codes are limiting

Irfan Raheem

I would like to suggest including additional field codes in the CRM child MailMerge table (Products), specifically «ShortDescription», «Description», «CustomField1»'s and «Image». These fields are typically available in the other MailMerge tables (Products) within the Sales, Purchases, and Inventory module document templates.

Currently, the available field codes within the CRM Document templates for “Products” are quite limiting and lack the level of customizability offered by other modules. By incorporating these additional field codes, we can enhance the CRM module's functionality and make it more valuable for us customers.

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Comments

3 comments

Date Votes
  • Comment author
    Yasmin French

    We really need this feature! It would be so much quicker and reduce errors. 

    1
  • Comment author
    Jamie Richmond

    I agree. A must add

    0
  • Comment author
    C Geethanjali Vinodharan

    We have another customer requesting the ability to include additional fields, such as Sales Rep, on documents like Opportunities, which is limited compared to Quotes.

    0

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