QB Issue Resolution:

The short answer is No, those are not available from There.

You can see from my attachment that prior to this “Contacts” Function being as comprehensive as it is now, from that Tab in Customer Center, it used to be just the one field for the name, and then the Alt Fields would be used for that info.

We now see they provided for lots of info in Edit Customer, but not much of the info you can track in Contact, is also available to the Forms and reporting.

So, for instance, I use an Estimate as the “service agreement” and I used to have Customer Contact and then Customer email and Customer Phone. Once my file was updated to the new “Contacts Tab” layout, my Estimates had no Names on them, until I updated the template, because Customer and Contact are different for my agreements, for who needs to sign.

That means you can use Phone or Alt Phone, for the Contact; but the Name is Primary or Secondary Contact. Basically, what you see in the Add In Toolbar for Word’s mail merge, as you see in my attachment, is all you can select from.


Resolution for Issue 'Is it possible to pull the Primary and Secondary Contact Email and Phone fields into a letter template?' available: Yes (Solved).
Source: Intuit Community forum.

Is it possible to pull the Primary and Secondary Contact Email and Phone fields into a letter template?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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