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MailMerge Fields - Feature Request

started a topic 4 months ago

Please add MailMerge fields for the following, so we can include this important information on customer invoices:


• Credit Limit (amount)
• Current Credit (amount)
• On Credit Hold? (yes/no)


This important customer credit information is quite hidden, it can be found by hovering over the customer field in a Sales Order, once a customer has been selected,


There is a lot of useful information on the "Common" table, such as activity statements to show outstanding invoices,


However, the "Common" table isn't listed on the DEAR Support page for "Available Mail Merge Fields" found here: https://support.dearsystems.com/support/solutions/articles/11000071930-manage-document-and-email-templates


Some of the Common table mail merge fields can be seen on the Sale Statement templates, in DEAR under the Sale document grouping


Thanks,

Ross

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