Method Community

Hi! I'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 their actual first name. How do I get it to work properly?

does noone reply to these forums?

Apologies for the late reply!

There are many ways mail merging can be used, depending on the tables you're drawing upon. 

Depending on which screen you are sending the template from, will determine which table to pull the merged fields from. 

In your case the table is Estimate. So you'll want to pull a field from the Estimate table.

Try this: 

Estimate.Customer

Also worth taking a peak at the following Help Center article as well: 

Mail Merge

Thanks!

-- Morty