Adding Hyperlinks to URLs in E-mail template

By | September 28, 2020

In Sage CRM, by default URL fields added to an email template will not be hyperlinked. If an URL entered in a text field is added to an E-mail template, it appears as plain text. A hyperlink will not be added unless a user edits email after selecting a template. In this blog, we will explain how to add hyperlinks to URLs in E-mail template.

New Stuff: Easy accessibility to GUMU Dashboard with our new features

Consider you want to add a hyperlink to URL entered in details field in an opportunity. Refer the below screenshot.

opportunity Field
Opportunity Field

Below are the steps that you need to follow
1. Navigate to below path
Administration | E-mail and Documents | E-mail Templates
2. Click new to create a new template or select any template to edit an existing template.
3. Add the required fields from the ‘Choose field to insert into the E-mail’ drop down list.
4. Click on the Source button. By doing so, E-mail template’s HTML can be edited directly in HTML format. Refer below screenshot.

Email Template
Email Template

5. Copy and Paste the below lines in the editor and save the template.
Details = <a href=”#oppo_note#”>#oppo_note#</a>
Refer below screenshot.

Email Template Source
Email Template Source

Now edit the Template and you should see the Hyperlink added to your email template. Hope this information help!

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

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