23 results found
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create a merge field to set as a future date for merge templates - Form 1B - Termination form
Create a merge field to set a future date for merge templates - example - Form 1B - Termination form - you need to set a future date in this form
2 votes -
Change merge fields for Integrations
When integrating from PT to REI Forms the merge fields are for the owner contact instead of the legal name (if its a business it does not show) and, if there are multiple owners it only adds one name to the document.
The merge field need to be changed to legal name not contacts.
1 vote -
Bricks+Agent Maintenance Information
We would love our integration with Better Bricks+Agent Maintenance feeding through information to the PT maintenance Dashboard tab and Statistic Reports.
1 vote
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