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contract name is individual and not organization

R.J. F. shared this question 6 years ago
Answered

When an organization has a lead the contract is not placing the name of the organization in the contract but rather the persons name in the name box. How can this be fixed?


thanks

Comments (2)

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The *organization* variable will put the customer name if organization is missing. Use *organization_force* to prevent this.

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Ok, this is happening even when the organization name is present.

does "organization force" make them enter on that line if they select they are an organization of some kind from the drop down menu?

thanks

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No, it just only displays an organization when different from the customer name. It's blank if there's no organization instead of repeating the customer name.

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