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.
Consider you want to add a hyperlink to URL entered in details field in an opportunity. Refer the below screenshot.
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.
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.
Now edit the Template and you should see the Hyperlink added to your email template. Hope this information help!
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