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bweiss
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Thanks Catherine_B. I'm not looking to add another subject field. Rather, I'm looking to add the Company Name to the existing subject field. I know I can add Invoice No to the existing subject field by using "Invoice [Invoice No.]". I'm wondering how to do the same thing with Company Name. Additionally, aside from Invoice No (and hopefully Company Name), what other fields can be included in the existing subject field as parameters like Invoice No?

 

The attached file shows the Customize Form Styles screen and field (highlighted in a red box) I assume I need to manipulate and my attempt at how it would be done. The attached file also shows the Customer Information screen and the field I would like to use (highlighted in a red box), although I would use the field above it if my preferred field isn't available.

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