http://forums.method.me/cs/forums/30.aspxAsk technical support questions, how do I?...or anything else you want to know from the Method Team.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/32918.aspxMon, 16 Jan 2017 17:57:08 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:32918Method_Morty0http://forums.method.me/cs/forums/thread/32918.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=30&PostID=32918<p><span id="mce_0_start" style="overflow:hidden;">Apologies for the late reply!</span></p> <p>There are many ways <span id="mce_14_start" style="overflow:hidden;"></span>mail merging can be used, depending on the tables you&#39;re drawing upon.&nbsp;</p> <p>Depending on wh<span id="mce_15_start" style="overflow:hidden;"></span>ich screen you are sending the template from, will determine which table to pull the merged fields from.&nbsp;</p> <p>In your case the table is Estimate. So you&#39;ll want to pull a field from the Estimate table.<span id="mce_17_start" style="overflow:hidden;"><span id="mce_18_start" style="overflow:hidden;"></span></span></p> <p><span id="mce_16_start" style="overflow:hidden;"></span>Try this:&nbsp;<span id="mce_13_start" style="overflow:hidden;"></span></p> <p><span id="mce_19_start" style="overflow:hidden;"></span>Estimate.Customer<span id="mce_6_start" style="overflow:hidden;"><span id="mce_12_start" style="overflow:hidden;"><span id="mce_20_start" style="overflow:hidden;"></span></span></span></p> <p>Also worth taking a peak at the following Help Center article as well:&nbsp;</p> <p><strong><a href="https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Mail-merge&amp;id=302">Mail Merge</a><span id="mce_11_start" style="overflow:hidden;"></span></strong></p> <p>Thanks!</p> <p>-- Morty</p>http://forums.method.me/cs/forums/thread/32916.aspxSun, 15 Jan 2017 15:42:38 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:32916jacksonhomes0http://forums.method.me/cs/forums/thread/32916.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=30&PostID=32916<p><span id="mce_0_start" style="overflow:hidden;">does noone reply to these forums?</span></p>http://forums.method.me/cs/forums/thread/32908.aspxTue, 10 Jan 2017 23:05:08 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:32908ProToolsUSA0http://forums.method.me/cs/forums/thread/32908.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=30&PostID=32908<p><span id="mce_0_start" style="overflow:hidden;"></span>Hi! I&#39;m trying to customize the Estimate email template, but the automatically merged fields are not showing. If I enter Contact.FirstName in the template, then Contact.FirstName shows up in the e-mail instead of&nbsp;<span id="mce_7_start" style="overflow:hidden;">their actual first name. How do I get it to work properly?</span></p>