Cannot add Account Name merge field of Primary Contact when initiating Mail Merge from Opportunity
|Knowledge Article Number||000204515|
|Description||When generating a Mail Merge on the Opportunity record and trying to pull in the Primary Contact's Account Name, the resulting Mail Merge field ends up blank or "_____".|
|Resolution||This is expected and due to the multiple cross object references.
The workaround is to create a formula field on the Contact object that pulls the Account Name.
The Formula will be a Text formula and will state Account.Name.
You can then reference the formula field in the Mail Merge template so it will show the Account Name of the Primary Contact.