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How Can I Show the Notes on a Personalized Function Sheet Document?
How Can I Show the Notes on a Personalized Function Sheet Document?
Updated over 7 months ago

Related Questions:

  • Is there a place for notes on a Document?

  • How can I display notes for a Document?

Answer:

Information from the Notes tab is not available as a Merge Field and cannot be pulled into a Document.

Instead we recommend creating a Custom Field for the Booking, such as a Comment Field, which will then be available to use as a Merge Field in your Documents.

Ensure that you enter a Merge Field Name when creating the Custom Field, this is what will allow the field to be used in your Documents.

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