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The <firstname> Merge Field Is Not Working on Operate Invoice Templates and Emails
The <firstname> Merge Field Is Not Working on Operate Invoice Templates and Emails
Stuart avatar
Written by Stuart
Updated over a week ago

The field is pulled from the Account record, not the Contact.ย 

To ensure that this field works as expected, please add the name of the appropriate Contact to the First/Last Name fields on the Account record. If your record does not contain these fields, please add them by customizing the Account Page Layout.
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