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Itinerary - Local Contact Field?

Lora C. shared this question 8 years ago
Answered

Curious where in the settings to find the "Local Contact" field so I can ensure it populates when we print our itinerary for the state?

Comments (4)

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Also, no matter how we sort the lead page, the itinerary prints in a seemingly random order. On the itinerary form itself, the state requests that they're submitted in chronological order. How do we do that?

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These are public record, so when I submitted to Ohio, I told them I would not put the contact in. Public record means your competition can request it from the state. I'll fix the sorting for the future. In the meantime, change the 99 at the end of the link to quote_eventstarttime.

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Put it after "rowsort=".

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Do you have the itinerary set up for submission to PA dept of agri?

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Unfortunately not. This was a feature Tim wrote in for his own personal business in Ohio (he no longer owns this rental company), that he gave access to other Ohio companies for.


But we have made it possible to do it now on your own through creating a custom "packing list." Since the packing list is built from a template, and we now allow for more than just one packing list to show up as a lead report, you can use packing lists to create other types of template documents. Or if PA allows you to submit these via email, you could create an email template, but you'll have to manually type in the correct email address from the lead for this.

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