marc_wilson
Nintex Newbie

Generate a Letter Using Opportunity & Opportunity Contact Role

We are trying to create a letter that pulls fields from an Opportunity as well as the Account record of the Contact of the Opportunity Contact Role.

Got that? So...

Opportunity (need fields here) > OCR > Contact > Account (need fields here as well)

 

I can get from Opportunity to the OCR Contact record, but not to that Contact's Account record. I got to the Contact record by starting with Opportunity and adding OCR as a Child relationship (Lookup is not an option). But I can't get from the OCR's Contact record to that Contact's Account.

Any ideas? Thanks!

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leighburke
Nintex Employee
Nintex Employee

Re: Generate a Letter Using Opportunity & Opportunity Contact Role

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