XPM - Insert a merge field/placeholder into Task description
It would be helpful to be able to insert a merge field such as 'Tax Year' into the description of a task. Handy when it comes to preparation of the invoice as not all returns are for the current year.
4
votes
Elisha McCorkell
shared this idea
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Nicole Tra
commented
Yes and would be great to have a placeholder under task description for {Partner} as well.