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If in your Quote / Invoice Preferences the checkbox Show Logo is set to true the pdf is using the Logo uploaded within the preference record.
Add your Customers Logo/Image/Barcode Images
Optionally you can use the fields "Left Header Image Source" and "Right Header Image Source". Then the uploaded Logo is ignored.
- Before that, you need to create a Rich Text Field or Text field on the Account or Media Campaign record.
- Next, enter the path to this the new field here. Start from media campaign in your preferences.
- For the Quote Preferences start from Media Campaign and "navigate" to the custom rich text field which contains the image.
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- If you created the rich text field at the object Media Campaign your path should look like this:
"API Name of your rich text field"
(Example: PDF_Logo_right__c) - If you created the rich text field at the object Account your path should combine this:
"API name of the Account field on Media Campaign level with __r at the end instead of __c" "." "API Name of your rich text field"
(Examples: ADvendio__Agency__r.PDF_Logo_left__c, ADvendio__Advertiser__r.PDF_Logo_right__c)
- If you created the rich text field at the object Media Campaign your path should look like this:
- For the Invoice Preferences start from Invoice and "navigate" via Media Campaign to the custom rich text field which contains the image.
- If you created the rich text field at the object Media Campaign your path should look like this:
"ADvendio__MediaCampaign__r" "." "API Name of your rich text field"
(Example: ADvendio__MediaCampaign__r.PDF_Logo_right__c) - If you created the rich text field at the object Account your path should look like this:
"ADvendio__MediaCampaign__r" "." "API name of the Account field on Media Campaign level with __r at the end instead of __c" "." "API Name of your rich text field"
(Example: ADvendio__MediaCampaign__r.ADvendio__Agency__r.PDF_Logo_right__c)
- If you created the rich text field at the object Media Campaign your path should look like this:
- Ensure that
- "Show Logo" is checked.
- Ensure that you checked the checkboxes "Show Left Header on..." according to your needs.
Info |
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Make sure that your (Rich) Text Feld has an HTML tag with <img src="xxxx" /> included. Rich Text Feld should create this automatically if you add an image. |
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