I am having trouble figuring out why my email templates are not populating in Lightning. The template was created in Classic and is not populating with the merge fields though the HTML code is correct -- the fields in question are all related to the Contact from which the Activity is instigated. My guess is that it could be because the "Related To" lookup field is limited to objects that don't include Contacts -- Unfortunately this field is un-editable. Has anyone experienced this issue? Any advice is much appreciated! #Readinessreport #Lightning #Activities
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Thank you @Austin Tam! I am using the Global Email action. The context for this template is: there are elderly Clients whose medical information needs sent to a volunteer caregiver providing them service. Therefore, the Recipient is the Volunteer and in Classic the merge fields were setup to pull client Contact fields from the record from which I selected the Email Action. The Related to field cannot be edited to include Contacts, just Accounts, and I need contact fields. I get the impression that I need to re-create this email template in Lightning. I need it to pull data from the client Contact record while NEVER sending that Contact the email. Do you (all) have any idea how best to create this? Thanks a lot for your help!
