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I am trying to set up a workflow where an email is sent to a contact when the opportunity related to them changes (a specific picklist custom object changes from one option to another in the opportunity).

 

However, when I get to the recipient part, I choose "related contact", and nothing comes up in the Available Recipients list. Why can't I just choose the related contact's email address?

 

I'm using the NonProfit Package, don't know if that makes a difference...

 

How do I pick an opportunity's related contact as recipient in workflow email?

 

I was thinking that if I couldn't get this to work, I could just make a custom email field for opportunities that automatically populates it with the email address from the related contact, but I wasn't sure how to make a field like that.
15 respuestas
  1. 7 mar 2011, 19:00
    Was a workaround ever found for this? My instance is similar, if not identical. I want an email sent from a Workflow Rule which goes to the Contact belonging to the Account on the Opportunity. In the Contact Role Related list on the Opportunity, I can add this person (and make them the primary contact) but still, when I choose Related Contact in the Email Alert setup, there's no field for me to select and move over from the list of options box to the selected items box.  Do I need to add the contact email address as a field in the Opportunity itself?
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