Method Community

Thanks Ben! After creating a whole new app to demonstrate to you, what I am trying to accomplish ...I stumbled upon Email Templates, and decided that I might be better served to generate a form letter from there. The problem I was having...is addressed by mailmerge and character functions. Can you point me to a reference for ...

Hi. I'm new, and trying to create a form letter with the CRM and Report Designer. I'm attempting to use a HTML input field for the letter body.   This works fine, except for the dynamic fields.   Anything like [opportunity.contactsName] is ignored by the report generation and prints static, unlike if I use regular text fields. ...