{"id":25176,"date":"2020-12-31T07:10:58","date_gmt":"2020-12-31T07:10:58","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25176"},"modified":"2021-02-25T08:28:19","modified_gmt":"2021-02-25T08:28:19","slug":"opportunity-mail-merge-not-showing-opportunity-id","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/12\/31\/opportunity-mail-merge-not-showing-opportunity-id\/","title":{"rendered":"Opportunity Mail Merge not showing Opportunity ID"},"content":{"rendered":"\n<p>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 \u2018Insert Sage CRM Field\u2019 drop-down list. In this blog, we will explain how to add fields that are not available in the drop-down list.<\/p>\n\n\n\n<p><strong><em>New Stuff: <\/em><\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/21\/easy-accessibility-to-gumu-dashboard-with-our-new-features\/\">Easy accessibility to GUMU Dashboard with our new features<\/a><\/p>\n\n\n\n<p>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 \u2018Opportunity ID\u2019. Refer to the below screenshot.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/12\/1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/12\/1.png\" alt=\"Mail-Merge View\"><\/a><font size=\"2\"><center><i>Mail-Merge View <\/i><\/center><\/font>\n\n\n\n<p>Below are the steps involved in adding the required fields to the template.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to Sage CRM<\/li><li>Navigate to below path<br>Administration | Customization | Opportunity<\/li><li>Select Views tab and select vMailMergeOpportunity view. Refer below screen shot.<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/12\/2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/12\/2.png\" alt=\"Opportunity View\"><\/a><font size=\"2\"><center><i>Opportunity View<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the change button, and add the below line in the view. Refer below screenshot Oppo_OpportunityId as OppoID<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/12\/3.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/12\/3.png\" alt=\"Updated View\"><\/a><font size=\"2\"><center><i>Updated View<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\" type=\"1\"><li>Next, Now navigate to below path<br>Opportunity | Merge to Word. Refer below screen shot.<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/12\/4.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/12\/4.png\" alt=\"Merge To Word \"><\/a><font size=\"2\"><center><i>Merge To Word <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Create a new template or edit an existing template. In the Insert Sage CRM Field drop down list, OppoID field will be populated.<\/li><\/ul>\n\n\n\n<p>This trick can be used to add different required fields as per the requirement.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>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<p>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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; 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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 \u2018Insert Sage CRM Field\u2019 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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/12\/31\/opportunity-mail-merge-not-showing-opportunity-id\/\">Read More &raquo;<\/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":[332,228,269,424],"tags":[1016,1077,4107,1556],"class_list":["post-25176","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-mailmerge","category-opportunity-sage-crm","category-views","tag-dropdown","tag-entity-id","tag-mail-merge-templates","tag-mailmerge"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Opportunity Mail Merge not showing Opportunity ID - 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\/12\/31\/opportunity-mail-merge-not-showing-opportunity-id\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Opportunity Mail Merge not showing Opportunity ID - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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 \u2018Insert Sage CRM Field\u2019 drop-down list. 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