Henry
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Henry created a post, AnsweredDesigned Document Templates
Hey - any suggestions you can provide on best practices on designing our business template in Word to give us a nicer template design. The current one looks very basic.
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Henry commented, - Community
- Inside Your Insightly (See real-life examples from Insightly users)
- Merging Document Template Data
Use the field labels as you see them on the https://crm.na1.insightly.com/settings/documenttemplateedit page Make sure you're on the right Related Object Select the Merge Field options from the lis...
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Henry commented, Thanks Kourtney, that worked. Fo some reason the help desk search didn't load up that article for me.
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Henry created a post, AnsweredEditing Custom Fields to be Required
I am attempting to mark a few custom object fields as required - but I can't seem to figure it out. Please advise
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