You can use tags in the PDF templates, emails, and in the notes and section notes of a quote, job, invoice, etc..

Standard Fields

Check the PDF template help for each module to see all the CRM tags - however, they are usually:

{InvoiceName} or {DeliveryName} or {ClientName}

{InvoiceAddress1}, {InvoiceAddress2}, etc.

Logo

{ClientLogo}

Client custom fields should be prefixed with 'Client':

{ClientMyField}

Contact custom fields should be prefixed with 'ClientContact':

{ClientContactMyField}

Supplier custom fields should be prefixed with 'Supplier':

{SupplierMyField}