[kbarua]

Has anyone worked with using fields such as Phone or Email from a Primary Contact record as the default value in a transaction body field via a formula like {contactprimary.phone}?
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[torin@aminian.com]

Yes, it is possible to populate a transaction body field with the the primary contacts info such as email or phone. Are your fields not getting populated?

[kbarua]

Nope

[torin@aminian.com]

Send over screenshots of your custom transaction body field set-up. Perhaps the store value box is not un-checked.

[kbarua]

It's working now. I had to change the internal ID used in the formula.

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