Lookup fields in Merge Documents
I have created a merge document for an opportunity. In the opportunity object, there is a linked contact called Student_Name__c. Because of this link, I am able to draw contact fields for the Opportunity based merge document. Great!
I also have a lookup field Agent_Name__c which is within the Student_Name__c realm. The Agents are also contacts. Is there a way to drill deeper to retrieve the Agent's first and last name in the opportunity merge doc? I tried this but it didn't work but I think you will understand where I am going with this
I could add the agent as a linked field in the opportunity but I am trying to limit the number of lookup fields I have to create for cross object reporting and merging.
Any thoughts or ideas are appreciated.