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How can I add the account name in an opportunity email template?
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on Feb 7, 2014
on Feb 13, 2014 by Chris Raffle
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I am having trouble with an email template. I am needing to include the account name, but am having trouble having this populate. Any help would be much appreciated. I am using Sugar CE 6.5.16
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Feb 13, 2014 12:16 PM
Can you elaborate further with how you are creating this email template? A stock CE installation does not allow for an email template to be created based off the Opportunities module. You can create a template with Accounts module variables but that would only function when sending an email related directly to an account record.
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