We have a number of user defined fields which are associated with the main company address book record (for example - Contract Number). We wish to select specific contacts and write to each one of them using the contract number in the letter.
We want to create a letter using the user defined fields associated with the contact (such as name) and also incorporate user defined fields that are associated at the company level (such as contract number).
It seems that I can have one or the other, but not both.
Is there any way around this other than duplicating the UDF in both Company and Contact records?
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