Merge Documents for Opportunities and merging Related Fields from Contacts

I am creating a merge document for opportunities, but need to reference/merge fields from the related primary contact (name, address, etc).  How can I do this?



  • Hi Theresa, 

    Are you creating the document in Insightly or outside of Insightly? 

    If you are using something outside of the Insightly documents, you can pull a linked item report for your opportunities to get field information from opportunities and contacts. 

    Let's make business simple-

    Erin Mathie

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  • Hi Erin,


    Well, it turns out it doesn't matter at this point.  Because of the nature of edits I have to do after the merge, I have to use word and Insightly doesn't allow for merging docs using word.  Thank you for your reply. 

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