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Topics started by Charles Wannamaker

1 Discussion

C
Beginner
Charles WannamakerBeginner
asked in Ask a Peer

Placeholder in Work Names

Is it possible to add a placeholder (like <%client_name>) in a work template, so that when you assign work it automatically adds the placeholder to the work name?  Example: Template Name: 1040 Individual Return <%client_name> Once work is assigned it becomes: 1040 Individual Return John Doe 

7
D
Beginner
1 year ago

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