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In an email template, how do I include the linked fields?

Question asked by David Austin on Aug 3, 2016
Latest reply on Aug 3, 2016 by David Austin

From within an opportunity, I'd like to create an email and have some fields populated based on the parent account.

In Sugar 7.6.2.1, I'm building a plain email template using Emails -> Create Email Template function.  I've tried the following but they don't work:

  • For the linked account name:  $account_name, $accounts_name
  • For the modified by user:  $opportunities_modified_by_full_name

Is this possible?  If so, what is the syntax?  

 

Thank you.

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