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.




1 comment
  • Commenting here to up the post and hoping someone will see this and be able to provide us with a solution.



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