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Emerging Member
Posts: 50
Registered: ‎03-01-2018
Kudos: 3

Permanencia UCRM

@UBNT-Petr Buen dia, estamos en proceso de crear la factura personalisada en UCRM, al momento de colocar el codigo de permanencia no sale nada respectivamente.


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Captura de pantalla 2019-01-10 a la(s) 2.55.16 p. m..png

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Ubiquiti Employee
Posts: 3,740
Registered: ‎12-10-2015
Kudos: 1330
Solutions: 292

Re: Permanencia UCRM

Hi, the template looks good. Make sure this template is used for the given client and invoice.
You can configure which template to use for the whole organization (System > Organization - edit your organization - set the Invoice template)
Or you can cofigure this manually while creating an invoice manually.

Also, note that you need to regenerate the invoice PDF, if the PDF has been created before you set some value into that "pemanencia" invoice attribute.
Emerging Member
Posts: 50
Registered: ‎03-01-2018
Kudos: 3

Re: Permanencia UCRM

@UBNT-Petr Gracias por tu respuesta, lo que nos indicaste que revisaramos todo esta perfecto, al cliente se le estan enviando dichas facturas sin problema, pero no hemos conseguido que en todas la facturas que se le envian a los clientes salga la opcion "Permanencia", No se si nos puedan aydudar mas a fondo.

Gracias

Ubiquiti Employee
Posts: 3,740
Registered: ‎12-10-2015
Kudos: 1330
Solutions: 292

Re: Permanencia UCRM

@Felipe9603 make sure that
1) the value of "Permanencia" attribute is set for each client.
2) the client is using the new invoice template (not the original template) -> check that the template is configured to be used for the client's organization

If these conditions are met, the invoice should show the value correctly.
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