This object is in archive! 

how to add an organization to contract

Winfield P. shared this question 9 years ago
Answered

Hi Guys,

Is there way to add an organization to a contract without replacing the customer's name?

Best Answer
photo

Yes, you use the variable %organization% or %organization_force%


For Residential customers that do not have an organization the system will put the customers name in for the organization. So if you use the variable %organization% the system will only output it if it is not the same as their name, but if you use %organization_force% it will output even if it is the same.


To modify the contract template go to Settings->Contract Templates, then type the variable name above where you want it to appear.

Comments (1)

photo
1

Yes, you use the variable %organization% or %organization_force%


For Residential customers that do not have an organization the system will put the customers name in for the organization. So if you use the variable %organization% the system will only output it if it is not the same as their name, but if you use %organization_force% it will output even if it is the same.


To modify the contract template go to Settings->Contract Templates, then type the variable name above where you want it to appear.

Replies have been locked on this page!