I already discovered that you can enter data in a subform unless you are in EDIT mode for a lead.
Not great... but if needed to... ok...
My question is this.
Is it possible to have the data on the subform exported out in a merged document?
For example, we have contracts and data cover sheets that get merged from fields in the lead. Name, Address, Phone, Etc... even custom fields. If I can get a subform filled out with certain data, it would eliminate a lot of custom fields I had to create. If I can have that information exported out via merging, then even better.
I created buttons that invoke a URL to a form to fill out that merges into a PDF document. On that URL, I have it automatically fill out information from the lead per each field needed. Name, address, etc. If I can get it to fill out a field on the form with all the data in a subform, that would be great.
Anyone have any experience in this or at least could answer if that is possible?