Search results by user ID 7218

Re: Merge Fields for custom email templates not working

saad.avenview — Tue, 09 Aug 2016 14:35:43 GMT

Hey Ben, I have moved the character function and also the retrive value from table actions before the "send email" action, it still isnt replacing the merging field. Im not sure why its not working, is there something wrong with the settings?

thanks Ben.

Re: Merge Fields for custom email templates not working

saad.avenview — Mon, 08 Aug 2016 16:16:09 GMT

the emails are still showing Users.EmailSignature,

so first I have added the "retrieve value from table" action and then added the "Character Function" to the "Properties for 'Save & Email'" step 2 of 3: Button Actions

I am unsure of how to add images to this post but I have sent you an email with the attached pictures.

thanks.

Re: Merge Fields for custom email templates not working

saad.avenview — Mon, 08 Aug 2016 14:24:00 GMT

Hey Ben, what do you mean by "replacing the merge field for Users.EmailSignature." ?

Do I type in Users.EmailSignature at the end of the email template or something else? because Users.EmailSignature is not working.

thanks.

Re: Merge Fields for custom email templates not working

saad.avenview — Tue, 12 Jul 2016 13:42:58 GMT

Thanks Ben, creating a linked field seems to the fix the problem. And one more question, which character function would I need to add in order to dislpay a users email signature on the email template?

Re: Merge Fields for custom email templates not working

saad.avenview — Mon, 11 Jul 2016 19:52:19 GMT

Hey Ben, So I figured out the character function problem but now I am having trouble grabbing the correct information from the table. So what I am trying to do is create a custom email template for Estimates, so that when one of our staff creates a Estitamte, this will also generate a PDF report which can be emailed to the customer. So when they click "Save & Email" I want the email to grab the customers first name and place that into the body of the email and then the customers company name in the subject line. I have added a character function but I am confused about the "Locate Using RecordID" field because it is grabbing the wrong name.

Merge Fields for custom email templates not working

saad.avenview — Mon, 11 Jul 2016 17:26:09 GMT

I am trying to display the customers first name in a email but Customer.FirstName does not populate the correct value of the customer but instead leaves it as "Customer.FirstName" in the email, what am I doing wrong?

also where can i find "character function" screen?