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Lady_Pirate
Creating Email Template and want to include contact - need help
I am creating an email to send as a follow up to an opportunity. I have the opportunity name, date and user info already. I am trying to add the opportunity's contact in the email merge.
I go to the opportunity and select create email and then pick my template. I want the contact to merge into the email. Right now the contact is viewed in the opportunity through contact roles.
Any thoughts??? Please help!
Wedo not use opportunities so forgive me if my suggestion is way off base due to ignorance. . .
When building your template does selecting the contact merge fields not give you the contact information?
Yes, I did get help with this and I will do my very best to try and explain what we did.
1st - in the contact page setup the opportunity field was edited and the standard button "new" was removed. This was done because we had to create another opportunity field with a custom button. I just use the existing (original field) for basic info on the opportunity.
2nd - added another opportunity related list (in the related list section on the contact page layout) with a custom button (listed is what you enter in setup, Opportunities, Custom Button or Link). This allows the opportunity to be populated with the contact name and can be mail merged into a template.
Label: New
Link Encoding: Unicode (UTF-8)
Name: NewDisplay Type: List Button
Behavior: Display in existing window without sidebar or header
Button or Link URL:
/006/e?
CF00N70000001m4vz={!Contact.Name}&
CF00N70000001m4vz_lkid={!Contact.Id}&
opp4={!Account.Name}&
opp4_lkid={!Account.Id}&
retURL=%2F{!Contact.Id}&
conid={!Contact.Id}
Let me know if this works for you. I hope I was able to explain this in an understandable manner. It seemed like such a simple request....:smileytongue: