Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

In order to see the logo on the quote or invoice the user profile needs to have read permission on quote and invoice preferences.


...

Add your

...

Customer's 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. 

...


  1. Before that, you need to create a Rich Text Field or Text field on the Account or Media Campaign record. 

  2. Next, enter the path to the new field in your preferences.

    1. For the Quote Preferences start from Media Campaign and "navigate" to the custom rich text field which contains the image.

      1. 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)

      2. 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)

    2. For the Invoice Preferences start from Invoice and "navigate" via Media Campaign to the custom rich text field which contains the image.

      1. 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)

      2. 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)

  3. Ensure that

    1. "Show Logo" is checked.

    2. you checked the checkboxes "Show Left Header on..." according to your needs.

Info

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.