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TOPIC: Email merge

Email merge #713

  • mawells
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I have a client that has eSynergy and is trying to do an Email merge. While she can get the Email to merge in the TO area of the Email header, she is not able to get it to merge into the body of the Email.

(Her version of eSynergy is running ASP)

Does anyone know the syntax to get the field to merge into the body?

{{CRM_Email}} is what she's been using with no luck. When she uses this in the body of the Email is just says {{CRM_Email}} where the data is supposed to go instead of the actual data.
Web-Kare, LLP
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Email merge #725

  • KellyC
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1. e-synergy document mail merge layout sample with appropriate fields -see below
2. Word merge appropriate fields
Company email: «CRM_Company_Email»
Contact email: «CRM_ContactPerson_Email»

1 - Cut and paste synergy layout sample from here

Appointment Confirmation

[BACO_CRM Company.Name1]

Our reference: [BACO_PRM NUMBER]

[BACO_CRM ContactPerson.Title.Salutation] [BACO_CRM ContactPerson.MiddleName] [BACO_CRM ContactPerson.Name],

As discussed, I am confirming your address details as outlined below:

[BACO_CRM Company.Address1]
[BACO_CRM Company.City], [BACO_CRM Company.State]

Company Email: [BACO_CRM Company.Email]

Contact Email: [BACO_CRM ContactPerson.Email]

In case you have any questions or comments you can reach me via e-mail [BACO_HR Office.Email] or via telephone [BACO_HR Office.Telephone].

[BACO_HR Organization.Division]

[BACO_SYS Current.FullName]
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