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role merge fields

Can you expose the role fields for mail merge documents?

1 vote

Tami shared this idea · Jun 3, 2020 · Report… · Admin →

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AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded · Apr 15, 2024

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Tami commented · June 4, 2020 3:14 PM · Report

I am really looking to expose for instance, the staff evaluator profile fields to use in merge documents. Name, title - to sign off on letter, phone number and email contact for letters, etc.

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