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Signatures with CRMDSK's

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

Hello,

We're having a company wide email signature update to include employees DDI's, job title, etc.

The problem is this information is stored on the employee record in Netsuite so when merging an email from a customer record the phone number that it pulls is the one on the customer record.

Is there anyway I can pull the employee information on to the templates without having to add fields on to the Customer record?!

Thanks

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