I have workflow email alerts that are triggered when the contract is activated.
I'm trying to pull in contact information i.e. email address into the email template. If I add the contact.email merge field, it will bring in the information for the person listed in the Customer Signed by field, but I need it to pull in the email address for the person in the Main Member field.
Anyone know how I can accomplish this?
5 respuestas
Unfortunately I don't think standard email templates can handle cross-object merge fields yet. The workaround is to create a formula field on Contract that displays the main member email. You don't have to add it to your page layout, but it will then be available for use in email templates. The syntax would be MainMember__r.Email. Otherwise, you'll need a Visualforce template.
