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mikezapatamikezapata 

Pulling Account Email into Opportunity

Hi,

I am trying to figure out how to automatically populate the email address field from the Account (Person Account) into the Opportunity.

Workflow rule?
Cross Object Formula Field?

Thanks for any help in advance,
Mike
advlgxpmadvlgxpm
Just add a Formula Field to Opportunities and set it to Account.FieldNameToDisplay(ie email)
mikezapatamikezapata
Thank you for this reply.  I did actually try this but the syntax check gave me an error.  I tested it first with:

Account.Phone  (worked fine)

then used:

Account.Email (and received a syntax error)

Do you think there might be some specific restrictions on just the email field?

Thanks so much,
Mike
advlgxpmadvlgxpm
Try using the Advanced tab in the formula builder when you create the field, click Insert Field, select Account> then find the mail field and insert to your formula and you should get the API name for the field