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Can I customise the names of PDF documents and associated emails?

Updated: 21 March 2019 16:38:50 OpenCRM::Interface-Display OpenCRM::Settings OpenCRM::Settings::Templates

It is now possible to customise the names of generated PDFs and the associated emails.

Important: This can only be edited by the team at OpenCRM. If you want to explore using this feature, please contact your Project or Account Manager, or our Support team.

 

Where does the name come from? 

The system uses the Module Name + CRMID by default (e.g. Quote_4183.pdf  and the matching email of  Quote #4183) - you can change these details.

Here is an example of the name of a Quotes PDF as it appears by default:

and when sending the PDF via Email in OpenCRM you will see something like this:

 

What are my options for customisation?

You could either use a hard-coded name e.g. Your OpenCRM Quote or you can use merge variables to populate the PDF title with information held within OpenCRM for example the Subject of the sales entity - 

 

 

 

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