AnsweredAssumed Answered

Merge portal record and record to letter

Question asked by StefanSaeys on Dec 29, 2014
Latest reply on Jan 25, 2015 by philmodjunk

Title

Merge portal record and record to letter

Post

I have two tables: companies and contacts. On the companies layout I've created a portal to contacts (one to many). I've also created a layout "Print Letter" and used merge fields to place the data from Companies and Contacts. The contents of the companies record matches, but the one that is in the portal doesn't.

The button to "print letter", located on layout companies contains the following: 
Go to Related record [Show only Related Records; From table "companies"; Using layout <Current Layout>]
Go to Layout ["Print Letter" (companies)]
Print [Restore HP Color LaserJet Pro]

 

Thx for any suggestions
 

 

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