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Creating a New Template and Adding Merge Fields

All users can add new templates for their own use.

To create a new template:

Make sure that you are in the context you want the template to be associated with. For example, drill into a case record if you want to create a template that uses case merge fields.
In the Documents tab, click the Start Mail Merge button.
Click the Create Template button. The Create and Merge Document page is displayed.
Enter a name in the File field and, if required, a description in the Description field.
Create the main body of your template. You can paste content from Microsoft Word or HTML source code into the rich text editor.
Insert any images you want to use in the template by inserting the image name within an HTML IMG tag, for example <img src="logo.png">. Any images you want to use must first be uploaded to the server. Please refer to Uploading an Image File for more information.
Insert CRM merge fields from the Insert Sage CRM Field drop-down list.

If you need a merge field that is not available, make sure that you started the merge in the correct context. If you have checked the context of the mail merge, and still do not have all the merge fields you want, you can ask your System Administrator to customize the mail merge view for the main entity of the mail merge.

Click the Save Template button. The template is saved in HTML format and is available in the Shared Templates list. When you click the Save Template button, a Delete button appears. It is possible to delete only templates that you have created using the rich text editor.

You can now continue with a merge by selecting Merge and Continue, or click Cancel and carry out a merge with your new template at a later stage. To share your template with other users, save it locally, e-mail it to your System Administrator and have them upload it to the Shared Templates list.

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