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Creating Letter Help

edited Nov 22, 2019 6:05PM in CRM 1 comment

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.

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