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All CollectionsSettings & System Administrator ManualSettings FAQ
How Can I Add Secondary Contacts to my Documents?
How Can I Add Secondary Contacts to my Documents?
Updated over a year ago

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Answer:

Currently, only Primary Contact details pull through on Documents, Invoices, or Reports.

As potential workarounds, it is possible manually add the name directly on the Document prior to sending, or utilize Booking Custom Fields & merge field on Documents.

Please reach out to our friendly support team if you require any assistance with these options.


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