I think this should be really simple, but it is driving me nuts.
I created a custom field called "QuoteContact" which I placed on the opportunity page layout. It is a lookup field that points to contacts associated with the Account for which the opportunity belongs. This works fine. What I am having trouble with is getting this value to show up on an email template (I am using SFDCs simple quote app template).
The weird thing is I have a formula custom field (called email_address_for_quote) that displays the email associated with the quote contact that I can display on the template using the following:
{!relatedTo.Email_Address_for_Quote__c}
I tried using {!relatedTo.QuoteContact__c} in the template, but while the template accepts the code, it does not deliver the expected results. It displays "003T000000JNdECIA1" instead of the name of the contact.
I am guessing there is something I need to do differently to reference a lookup field in template. Does anyone know?
I think this should be really simple, but it is driving me nuts.
I created a custom field called "QuoteContact" which I placed on the opportunity page layout. It is a lookup field that points to contacts associated with the Account for which the opportunity belongs. This works fine. What I am having trouble with is getting this value to show up on an email template (I am using SFDCs simple quote app template).
The weird thing is I have a formula custom field (called email_address_for_quote) that displays the email associated with the quote contact that I can display on the template using the following:
{!relatedTo.Email_Address_for_Quote__c}
I tried using {!relatedTo.QuoteContact__c} in the template, but while the template accepts the code, it does not deliver the expected results. It displays "003T000000JNdECIA1" instead of the name of the contact.
I am guessing there is something I need to do differently to reference a lookup field in template. Does anyone know?
