I have created a new lookup field for Contact on the order form.
As far as I understood this was supposed to create a relationship as well.
When I look under Order N:1 Relationships, I see a relationship with my new field.
Schema Name = my new field
Primary Entity = Contact
Related Entity = Order
Type of Behavior = Referential
As far as I understand, this looks fine. (Probably wrong).
So now I am creating a Document Template and inserting links to the associated fields.
In addition to Order, I selected the Account and Contact tables.
I have added fields from the Order and the Account without an issue.
But I want the email address and phone number from the contact and that will not come accross.
Anyone have any ideas????
Thanks in advance
