Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.
#2207 - Pull Data from Multiple Modules (accounts and Contacts) into One Generated Document?
Is there a way to pull data from both account and contact modules into one document?
Thanks
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HMM Deutschland GmbH- Gregory
- ian
- raskew
- ian
- federicoalejomarco
8 years ago
Hi there,
You can obtain data from contacts related to an account, or data of the contact's account using calculated fields. For information about calculated fields, please see examples in 'custom/modules/Opportunities/DHA_DocumentTemplatesCalculatedFields.php'
If you need to obtain a list of account, and then, a list of contacts both in the same document, we could implement a special report, you should give us an example of what you need, please.
Regards,
Anabel