Source customer name in statement advanced pdf. Should start with statement.

AI generated answer (using internal Slack threads):

To source the customer name in the statement advanced PDF, you should start with the statement. Here are the steps: 1. Navigate to

Customization > Forms > Advanced PDF/HTML Templates

. 2. Find the template for the 'Statement' and click 'Customize' or 'Edit' to modify it. 3. In the template, you can access the customer name with

${record.entity}

. If you want to include other fields, you can use the syntax

${record.FIELD_NAME}

where

FIELD_NAME

is the ID of the field you want to include. For custom fields, you can access them inside the

statement.line

sequence as

${line.CUSTOM_FIELD_ID}

where

CUSTOM_FIELD_ID

is the ID of the custom field. Remember to save your changes and apply the customized template to the appropriate forms. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******