{"id":24697,"date":"2020-09-28T15:24:49","date_gmt":"2020-09-28T15:24:49","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24697"},"modified":"2020-11-20T10:47:32","modified_gmt":"2020-11-20T10:47:32","slug":"insert-specific-fields-into-e-mail-template","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/28\/insert-specific-fields-into-e-mail-template\/","title":{"rendered":"Insert Specific fields into E-mail Template"},"content":{"rendered":"\n

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<\/strong>‘ drop down list. In this blog, we will explain how to insert those fields into an E-mail Template.<\/p>\n\n\n\n

New Stuff: <\/em><\/strong>Editing the look and feel of Summary Reports and PDF Reports in Sage CRM<\/a><\/p>\n\n\n\n

Let’s consider we need to merge the Company Registration No <\/strong>custom field which is available on Company Summary screen. Refer below screenshot.<\/p>\n\n\n\n\"Company<\/a>\n

Company Summary<\/i><\/center><\/font>\n\n\n\n

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.<\/p>\n\n\n\n\"Inline<\/a>\n

Inline Translation<\/i><\/center><\/font>\n\n\n\n

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.<\/p>\n\n\n\n\"Translation\"<\/a>\n

Translation<\/i><\/center><\/font>\n\n\n\n

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 \u2018Company Registration No.\u2019 in Hash value. Eg. #comp_reg_no#
<\/p>\n\n\n\n\"Email<\/a>\n

Email Template<\/i><\/center><\/font>\n\n\n\n

Click on Save, once the process is finished.<\/p>\n\n\n\n

The above trick can be used for different fields for different entities which you wish to add.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix \u2013 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.<\/p>\n\n\n\n

Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 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.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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. New Stuff: Editing the look and feel of Summary Reports and PDF Reports\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[131,228,332,333,334,3985,3987,336,337,338,408],"tags":[1042,4228,1552,1596,2425,2469],"class_list":["post-24697","post","type-post","status-publish","format-standard","hentry","category-email","category-mailmerge","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2019-r1","category-sage-crm-2019-r1-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-translations","tag-email","tag-inline-customization","tag-mail-merge","tag-merge","tag-template","tag-translation"],"yoast_head":"\nInsert Specific fields into E-mail Template - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/28\/insert-specific-fields-into-e-mail-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Insert Specific fields into E-mail Template - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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. 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