Reference Account fields while on the Opportunity via Dooly's field referencer. 

  1. In your note, or template choose 'Insert Field'
  2. To search and insert fields on the Account, navigate to the dropdown on the right hand side of the picker (which says 'this record')
  3. Click and choose 'this Account' instead and search for any Account field
  4. Insert and update as normal! 

This feature is compatible in the Template creator as well. 

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