Hi,
how export in personalized word file a list of contacts from a projector object as in standard PDF export ?
thanks
With Template Report plugin.
Of course,
I used Template Report plugin
But what is the field? the name ?
can you give me an example for the list of contact for customer object ?
Thanks
Hello
we need to know which contacts exactly you want to export and on which element. Depending on the list of individuals to be exported, this changes everything.
Hi,
I will explain my overall need, .
I would like to be able to add customer contacts list, internal users list to a projector object and export both lists (and other classic fields) via the plugin.
I think the best solution will be use the project object?
Do you have any other ideas?
Do these lists exist? that of the client, on which element? the project ? the client field is not used on all ProjeQtOr objects... ditto for the others.
So apart from advising you to retrieve the correct field codes in the plugin details...
and if the lists do not exist, you will have to create them from another plugin, the screen customization
Hello
My mistake !!! It is true that even with the template report we cannot export the Client's contacts. I really misunderstood your request. I created ticket #7767 for the addition of this special code in the template report !
Hi,
Thanks for your feedback,
I also suggest you to add this type of field in the personalization screen plugin.
regards,
Hello
unfortunately we do not offer customization in the screen tables and we do not plan to do so at all.
