Hi,
Email templates are not pulling in the Opportunity data from the Company entity is not downloaded
Sample fields, whether they are standard Espo: {Account.billingAddressPostalCode} {Account.billingAddressCity} {Account.billingAddressState} Assignment.phoneNumber}
or added by the user - just like here: {Account.aPIID}
Is blank on the templates -.only if a user is assigned to the Opportunity.
If no user is assigned to the opportunity, the data is downloaded correctly.
I tested the same on the Live EspoCRM demo and got the same result.- Version 8.1.4
I have recorded videos of this situation below:
Case1:
Sending an email from the Opportunity entity.
1. If a Contact is assigned to the Opportunity, data from the Company entity is not downloaded.
2. If we remove the Contact from the Opportunity entity, the data from the Company entity is downloaded correctly.
Case 2:
Sending an e-mail from the Contact entity, data from the Company entity are downloaded correctly.
Email templates are not pulling in the Opportunity data from the Company entity is not downloaded
Sample fields, whether they are standard Espo: {Account.billingAddressPostalCode} {Account.billingAddressCity} {Account.billingAddressState} Assignment.phoneNumber}
or added by the user - just like here: {Account.aPIID}
Is blank on the templates -.only if a user is assigned to the Opportunity.
If no user is assigned to the opportunity, the data is downloaded correctly.
I tested the same on the Live EspoCRM demo and got the same result.- Version 8.1.4
I have recorded videos of this situation below:
Case1:
Sending an email from the Opportunity entity.
1. If a Contact is assigned to the Opportunity, data from the Company entity is not downloaded.
2. If we remove the Contact from the Opportunity entity, the data from the Company entity is downloaded correctly.
Case 2:
Sending an e-mail from the Contact entity, data from the Company entity are downloaded correctly.
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