As part of my workflows and email templates, I desire to put the Owner's information in in various ways to make the emails seem more personal. Things like First, Last, Phone, and some of them are outside sales reps from another company which I would like to use.
- Most of the fields exist in the User entity except "Outside Company Name". So, I created the field for this and entered data.
- Created fields in Leads, Contact and Account for the desired fields that include Owner_First, Owner_Last, Owner_outsidecompany, Owner_phone.
- Created 1:N relationships in User entity to map the fields from User to Leads, Contact, and Account.
- Mapped fields as needed.
- Published everything, but nothing shows up in Leads, Contact, or Accounts.
Am I doing this backwards?
I have tried this with N:1 and also tried both permutations in each Entity. Still nothing.
I was suspicous of the Custom field in Users not working, but the other fields are standard out of the box and they don't work either.
Using CRM 2011 online
Any insights will be greatly appreciated.
Paul