
Hi,
I have created a Quote word template, I want to insert a date where it shows the day I downloaded the file from CRM?
How do I achieve that? Found date&time and update automatically but doesn't work.
Hi partner,
We just need to create a field to represent today's date and set its label as the download date in the Quote word template.
Use calculated fields to represent today's date.
1) Create a new Date field, set Field Type as Calculated.
2) Click Edit button to write its logic.
In the action, write NOW().
3) Add this field to the Quote word template.