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Creating Letter Help
I am creating a letter template and am stuck. I get the basics, create the Word Doc, insert the field, etc... but where I am having issues is pulling the same field from a different place/area.
I am trying to add the name, phone number, and email for the person sending the letter. <<NLUSERNAME>> gets me the person, but <<NLPHONE>> and <<NLEMAIL>> pulls the information from the person I am sending the letter to (from contact record).
I tried using (making up fields) <<NLUSERPHONE>> and <<NLUSEREMAIL>> but that didn't work. I also tried to see if I could use a statment SELECT <<NLPHONE>> FROM Employee WHERE <<NLUSERNAME>> = <<NLENTITY>> . That didnt work either.