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report designer

  • June 14, 2024
  • 3 replies
  • 61 views

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Hi all,

Why can I see the Contact table in the Schema Builder but not in Expression Editor.

 

 

 

I am using the statement notification email template and there are a specific email setup on the customer contact and set in mailing & printing tab

 

So I am trying to send the customer statement to the mail address that I setup on the customer mailing and Printing.

 

 

Thank you in advance.

Dries

 

 

Best answer by Laura03

Hello,

I am not sure which contact alias is correct for your case.

Could you test by changing the customer’s email address to your own and sending a test statement?  Consider labeling & including different customer email addresses in the body of the email,  like “Here I am printing the Billing Contact’s email:  [Billingcontact.email]”.

I hope testing will identify which field to use… if not, another community helper will come along with more information on which email field is used by the Email & Printing tab.

Laura

3 replies

Laura03
Captain II
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  • Captain II
  • June 14, 2024

On the Relationships tab, is the Contacts table joined with a Child Alias name?

If you see Alias names, the Table may be called OrganizationContact, ConsolidatedContact, or CompanyContact in the Expression Editor.

Laura


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  • Author
  • Jr Varsity III
  • June 14, 2024

Hi Laura,

 

Is this correct?

 


Laura03
Captain II
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  • Captain II
  • Answer
  • June 14, 2024

Hello,

I am not sure which contact alias is correct for your case.

Could you test by changing the customer’s email address to your own and sending a test statement?  Consider labeling & including different customer email addresses in the body of the email,  like “Here I am printing the Billing Contact’s email:  [Billingcontact.email]”.

I hope testing will identify which field to use… if not, another community helper will come along with more information on which email field is used by the Email & Printing tab.

Laura