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Terry GTerry G 

Ability to use a Custom field from the USER object in an E-Mail Template

I was asked by a supervisor to revise a standard e-mail template I created to use under the opportunity.  The way I had it set up was to be sent out as a cover sheet for our proposals to a customer.  At the bottom of the e-mail template I included a "thank you" from the "user" sending it (which includes the user name, title, phon number, extension number (USER FIELD) and e-mail address.

 

However, I was asked to add information in the body of the e-mail that basically says that the sales rep (ACCOUNT OWNER) will be in touch with you, but if you have any immediate question they can be contact by phone number xxx-xxx-xxxx, extension # xxx, and e-mail address xxxxxx@xxx.com.

 

What I cannot add into the e-mail template is the EXTENSION number as this is a custom field I set up in my USER object.

 

Would like the abiltiy to use these custom objects in a template.

 

Thank you.

Terry G

Ron ReedRon Reed

The only way to do this would be to create a custom field on Opportunity and populate that field with the owner's extension from their user record by using a trigger. You can't use a formula to do this as user field's are not accessible.