User Profile

[alohatech]

You can create a custom bridge between the CRM and a dedicated "print-ready" page. The Logic in 3 Steps:

1. The Trigger (Button/Link): You add

...

[alohatech]

{siteUrl}/api/v1/Contact?attributeSelect=accountsIds,accountsNames

[alohatech]

Yes, you can do this natively using a Formula.

1. Create a new Varchar field (e.g., Custom ID) and set it to Read-only.
2. Go to Entity Manager > Opportunity

...