During the creation of E-mail templates in Sage CRM, some fields may not be available in the ‘Choose Field to insert into the E-mail list‘ drop down list. In this blog, we will explain how to insert those fields into an E-mail Template.
Let’s consider we need to merge the Company Registration No custom field which is available on Company Summary screen. Refer below screenshot.
Below are the steps that you need to follow.
1. Log in to Sage CRM.
2. Navigate to the below path
Administration | Customization | Translations
3. Enable Inline Translation Mode. Refer below screenshot.
4. On doing this, will add an asterisk to all the fields. Now navigate to Sage CRM screen where the field to be added to E-mail Template is located.
5. Once the field is located, click the asterisk symbol next to that field which will open an translation pop-up window. Refer the below screenshot.
Make a note of the value under Caption Code field. Now, again navigate to the translation screen and disable the Inline Translation Mode.
6. To insert this field name in E-mail template. Navigate to below path.
Administration | E-mail and Documents | E-mail Templates
7. Click New or an existing E-mail template where the field needs to be added.
Type the field name that you want to add between the hash value (#), in the subject or the body of the E-mail.
Below screenshot refers the example field ‘Company Registration No.’ in Hash value. Eg. #comp_reg_no#
Click on Save, once the process is finished.
The above trick can be used for different fields for different entities which you wish to add.
Greytrix – a globally recognized and one of the oldest Sage Development Partners 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 X3, Sage Intacct, Sage 100, Sage 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 the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.