All the Account stuff comes through perfectly, but the case stuff is refusing to co-operate...
There's a mix of standard & custom fields:
«Account_FirstName» «Account_LastName» «Account_PersonMailingAddress»
«Account_PersonMailingCity» «Account_PersonMailingPostalCode» «Account_Phone» «Account_PersonMobilePhone» «Account_PersonEmail» «Account_Disability» «Account_Ethnicity» «Account_Ethnicity_Detail» «Account_Gender» «Account_PersonBirthdate» «Account_GPPractice» «Case_CreatedDate» «Case_CreatedBy» «Case_Origin» «Case_HowDidYouHear» «Case_Subject» «Case_Description»
We use mail merge quite a bit & I've had a look at other templates, but can't actually find any that are pulling case fields out - I assume it is possible?
Internally, we refer to cases as 'interactions' but behind the scenes they are still named as cases.
Anyone got any bright ideas??
Thanks
답변 5개
Hey, Liz!
Awesome -- it sounds like you should have access, but can you confirm? Having verification that this isn't the problem will let me consider some additional options.
J.
