Lead Notes Table Fields Reference

The lead notes table can be used to display internal notes recorded on leads.

• Lead Notes Merge Fields

Document Compatibility

The Lead Notes table is available for use on the following document templates:

• Leads - see Lead Document Templates

Lead Note fields are table fields, meaning they must be placed inside a correctly configured table in your Word document template. Merge fields and table Alt Text are case sensitive and must be entered exactly as shown below. For detailed instructions, see Table Field Setup in WorkGuru Document Templates.

Setting Up a Lead Notes Table

Lead Note merge fields must be placed inside a correctly configured table. The table requires:

• A header row. Headers can be customised to suit your document.
• A repetition line row containing your merge fields
• The correct Alt Text Description. Set the table’s Alt Text Description to: 
  • LeadNotes

When the invoice document is generated, WorkGuru will repeat the payment row for each lead activity associated with the lead.

Lead Notes Merge Fields

Troubleshooting

Table Does Not Populate

Check that:

• The Alt Text Description is correct.
• Capitalisation matches the required table name - alt text descriptions are case sensitive.
• There is only one table of the same type on the document.
• The table is supported by the document type.
• There is applicable data to display.
• The table has a header

Merge Fields Appear in the Generated Document

If fields such as [NoteText] appear instead of actual values, check:

• The spelling of the merge field. 
• Check capitalisation - merge fields are case sensitive.
• Confirm the field belongs to the table type being used.
• Confirm the field is supported by the document type.

Table Formatting Is Incorrect

Check that:

• Header and repetition row columns align.
• Cells have not been incorrectly merged.
• Nested tables are configured correctly.
• Each table has the correct Alt Text Description.