While creating a new template for mail merging or while adding fields to an existing template, at times there are some fields that are not available in the ‘Insert Sage CRM Field’ drop-down list. In this blog, we will explain how to add fields that are not available in the drop-down list.
New Stuff: Easy accessibility to GUMU Dashboard with our new features
Consider, an example for an opportunity for the mail merge is to be done, the template shows as all the fields related to opportunity are displayed in the drop-down except the field ‘Opportunity ID’. Refer to the below screenshot.
Below are the steps involved in adding the required fields to the template.
- Log in to Sage CRM
- Navigate to below path
Administration | Customization | Opportunity - Select Views tab and select vMailMergeOpportunity view. Refer below screen shot.
- Click on the change button, and add the below line in the view. Refer below screenshot Oppo_OpportunityId as OppoID
- Next, Now navigate to below path
Opportunity | Merge to Word. Refer below screen shot.
- Create a new template or edit an existing template. In the Insert Sage CRM Field drop down list, OppoID field will be populated.
This trick can be used to add different required fields as per the requirement.
About Us
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, 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 sage@greytrix.com. We will be glad to assist you.