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Can I bring my Group Notes into a Document?
Can I bring my Group Notes into a Document?
Updated over 3 years ago

Objective:

  • Pull Notes form my Groups into a Document I am creating

  • Use Merge Fields for Document creation

Environment:

Event Temple Web App


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Procedure:

  1. Open the Document you wish to edit / create

  2. Add a Text Box (or double-click an existing one to edit it)

  3. Select Group from the merge field dropdown at the top of the Text Edit screen

  4. Select the appropriate Notes field you wish to add (Food Beverage Note, Front Desk Note, Reservation Note, etc.)

  5. Click Apply

Additional Information:

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