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how to import content of user fields from opportunities into template?

New Member
Posts: 1
Country: Australia

how to import content of user fields from opportunities into template?

When entering opportunities, under the opportunities tag under "user fields" - where it says "opportunity field 1 to 8" I have renamed a few fields to eg: "estimate number" - now when sending out a follow up fax to the client I need to quote exactly that number, which was entered into that field... but when editing templates... I do not find "opportunity field 1" nor the new field name "estimate number"

 

What do I have to do to get this exact field content into my fax templates?

 

Thanks!

Moderator
Posts: 4,395
Country: USA

Re: how to import content of user fields from opportunities into template?

zap_slz,

 

Opportunity fields cannot be added to templates. 

 

I'm hearing ACC Roy_Laudenslage is the go to guy for reports/templates.  Try contacting him through private message for a possible solution.