Hi All,
As the Title says - I am trying to create a Mail Merge (HTML or Word) to include information from Company Record and a custom entity
I have modified the vMailMergeCompany to include my custom entity and this works as expected;
I am following Philip's post
I can get the merge working with the custom entity fields on as standard individual fields
but I cannot appear to get the nested table section to work with my custom entity
I would like to include them in a nested table as there are multiple custom entities per company
Could anyone shine any light on this?
The option for does not appear when creating a new merge document in company entity yet it appears for quotes/orders
I have tried to manually add tags «TableStart:CustomEntity» «TableEnd:CustomEntity» with no luck
Thanks in advance and any tips much appreciated,
Paul