I’m struggling with one little detail of my database, please help! I have 2 tables set up, one to receive orders, and one is the client profile which also tracks orders via a portal.c clients. In an attempt to uniform the information I want to automatically insert terms of sale and company name directly into the Order Form from the Client profile. How do I do this? Nothing seems to work.

If you want to display the data for the related client of a certain order, just insert the merge fields for client_terms and company_name on the order form layout.