Use My Account Data

Modified on Thu, Feb 15, 2018 at 8:57 AM

To have a customer's default data filled in when the user clicks on a PDF Block's product takes only two steps.
Step One:
Set up your Blocks so that they match the user's default data.

Below are a list of suitable names for your Blocks.

FullName
FirstName	First Name
LastName	Last Name
CompanyName	Company	Company Name
Address1	Address 1	Address
Address2	Address 2
Address3	Address 3
City
Province	State
PostalCode	Postal Code	zip
Country
Phone	tel	telephone
Ext	extension
Fax
Mobile	cell
Web	website	web site
Email
Photo
User Field 1
User Field 2

Step two:
Enable the "Use My Account Data" checkbox in the user's profile. To do this go to the manage user's page. Select the user, then select the check box that says "Use My Account Data". This is feature is set up on a per user basis.

Please note that for a specific company you can set the defaults by going to Manage Company ->Company -> Defaults. Here you can enable "Use My Account Data" so that any time a user is created in that company it will automatically be selected.