Fields Available in Email Templates

2 minute read time.

Email templates can be designed for use in different contexts.

The creation of Email Templates is covered in the online documentation.

In the image above you can see that templates can be designed for usage with certain entities. For example, if you choose to create the template for use in the Cases context, then a set of fields related to that entity will be displayed in the "Choose Field to insert into the E-mail: " drop down box, or you can manually insert the field you want by typing the merge codes for that field, e.g. #case_createddate#.

The fields that available in each context depend on the views that are used. A view that provides information about the current user is always available but the fields available in the opportunity context will be different from the case context.

For the main entities these view are

Context Entity View User View
--All-- n/a vsearchlistuser
Company vSummaryCompany vsearchlistuser
Person vSummaryPerson vsearchlistuser
Communication vCommunication vsearchlistuser
Cases vSummaryCase vsearchlistuser
Lead vSummaryLead vsearchlistuser
Opportunity vSummaryOpportunity vsearchlistuser
Order vSummaryOrder vsearchlistuser
Quote vSummaryQuote vsearchlistuser
Solutions vsolutions vsearchlistuser

Note

Below are the all fields that are contained in the different views. Some fields may not pass values even if they are included in the view because of internal rules hardcode into the eware.dll. For example fields may be supressed because they would compromise system security (user_password) or may be restricted by other internal application rules. An example are the account fields which are only available in certain editions of Sage CRM that are integrated with some accounting systems.

Fields available from vsearchlistuser

User_AccountLockedOut Account locked out #User_AccountLockedOut#
User_CannotChangePassword Cannot Change p/w #User_CannotChangePassword#
User_CreatedBy Created By #User_CreatedBy#
User_CreatedDate Created Date #User_CreatedDate#
User_CTICallScreen CTI Call Screen #User_CTICallScreen#
User_CtiDeviceName CTI Device Name #User_CtiDeviceName#
User_CTIEnabled CTI Enabled #User_CTIEnabled#
user_defaultlandingpage Default InteractiveDashboard #user_defaultlandingpage#
User_Deleted Deleted #User_Deleted#
User_Department Department #User_Department#
user_deskid Desk Location #user_deskid#
User_Disabled Disabled #User_Disabled#
User_DisplayName User Template #User_DisplayName#
User_EmailAddress Desktop E-mail #User_EmailAddress#
User_EmailAddress E-mail #User_EmailAddress#
user_EnableDoNotReprice Enable Overwrite price #user_EnableDoNotReprice#
User_Extension Ext. #User_Extension#
User_Fax Fax #User_Fax#
User_FirstName First Name #User_FirstName#
user_forecastcurrency Forecasting - Currency #user_forecastcurrency#
User_ForecastSecurity Forecast Rights #User_ForecastSecurity#
user_GroupAccess Group Access #user_GroupAccess#
User_Homephone Home Phone #User_Homephone#
user_istemplate Template #user_istemplate#
User_Language Language #User_Language#
User_LastEntitySyncOutcome Last Entity Sync Outcome #User_LastEntitySyncOutcome#
User_LastLogin Last Login #User_LastLogin#
User_LastName Last Name #User_LastName#
User_LastSurveyTaken Last Survey Taken #User_LastSurveyTaken#
user_licencetype License type #user_licencetype#
user_location Location #user_location#
User_Logon User Name #User_Logon#
User_Logons Logons #User_Logons#
user_MasterPersID Hosting Master ID #user_MasterPersID#
user_MobileEmail Mobile E-mail address #user_MobileEmail#
user_MobileEmail Mobile E-mail #user_MobileEmail#
User_MobilePhone SMS #User_MobilePhone#
User_MobilePhone Mobile #User_MobilePhone#
User_MustChangePassword Change p/w at Next Logon #User_MustChangePassword#
User_OfflineSecurity Allow Offline Access #User_OfflineSecurity#
User_Pager Pager #User_Pager#
User_Password Password #User_Password#
User_PasswordNeverExpires Password Never Expires #User_PasswordNeverExpires#
User_PasswordUpdateDate Password Expiry Date #User_PasswordUpdateDate#
User_Per_Admin Administration #User_Per_Admin#
User_Per_Case Cases #User_Per_Case#
User_Per_Channels Team Lists #User_Per_Channels#
User_Per_Communication Communications #User_Per_Communication#
User_Per_CompAssign Assign Individual to Company #User_Per_CompAssign#
User_Per_ContactInsert Create New Records #User_Per_ContactInsert#
User_Per_ContactUpdate Comp/Pers/Ad/Ph/Em #User_Per_ContactUpdate#
User_Per_EntityMerge Merge persons/companies #User_Per_EntityMerge#
User_Per_Opportunity Opportunities #User_Per_Opportunity#
User_Per_Reports Reports #User_Per_Reports#
User_Per_Team Company Team #User_Per_Team#
User_Per_TeamSensitive Restrict Sensitive Info #User_Per_TeamSensitive#
User_Per_TeamUpdate Restrict Updates #User_Per_TeamUpdate#
User_Per_ToDo My CRM Lists #User_Per_ToDo#
user_per_tree Info Admin Tree Rights #user_per_tree#
user_per_tree Info Admin Key Attribute Profiling #user_per_tree#
User_Phone Phone #User_Phone#
User_PrimaryChannelId Primary Team #User_PrimaryChannelId#
User_PrimaryTerritory Home Territory #User_PrimaryTerritory#
User_Profile Profile #User_Profile#
User_ProfileEnabled Outlook Profile Enabled #User_ProfileEnabled#
User_ProfileLastSyncDate Last Sync Date #User_ProfileLastSyncDate#
User_PWDProfile Administration #User_PWDProfile#
User_RecentList Recent List #User_RecentList#
User_Resource Resource #User_Resource#
user_rollupto Forecasting - Reports To #user_rollupto#
User_SecurityProfile Profile #User_SecurityProfile#
User_ShowSurvey Show Survey #User_ShowSurvey#
User_SMSNotification User SMS notification #User_SMSNotification#
User_TemplateName Template Name #User_TemplateName#
User_TerritoriesFK Territories FK #User_TerritoriesFK#
User_TerritoryProfile Profile Name #User_TerritoryProfile#
User_TimeStamp Timestamp #User_TimeStamp#
user_title Title #user_title#
User_UpdatedBy Updated By #User_UpdatedBy#
User_UpdatedDate Updated Date #User_UpdatedDate#
User_User1 User #User_User1#
User_Userid User #User_Userid#
User_WebServiceEnabled Allow Web Service Access #User_WebServiceEnabled#

Fields available from vsummarycompany

Column Name US Caption Merge Code
acc_accountid Account Id #acc_accountid#
Acc_Balance Balance #Acc_Balance#
Acc_Balance_CID Balance Currency #Acc_Balance_CID#
Acc_ChannelId Team #Acc_ChannelId#
Acc_CompanyId Company #Acc_CompanyId#
Acc_ConflictResDate Conflict Resolution Date #Acc_ConflictResDate#
Acc_CreatedBy Created By #Acc_CreatedBy#
Acc_CreatedDate Created Date #Acc_CreatedDate#
Acc_CreditLimit Credit Limit #Acc_CreditLimit#
Acc_CreditLimit_CID Credit Limit Currency #Acc_CreditLimit_CID#
acc_CurrencyID Currency #acc_CurrencyID#
Acc_Deleted Deleted #Acc_Deleted#
acc_intforeignid Foreign Id #acc_intforeignid#
acc_intid ERP System #acc_intid#
acc_intlastsyncdate Last Sync Date #acc_intlastsyncdate#
Acc_LibraryDir Library Dir #Acc_LibraryDir#
Acc_Name Account Name #Acc_Name#
Acc_OnHold On Hold #Acc_OnHold#
acc_PayTerms Payment terms #acc_PayTerms#
acc_pricinglistid Pricing List #acc_pricinglistid#
Acc_PricingListID Pricing List #Acc_PricingListID#
Acc_PrimaryAddressId Primary Address Id #Acc_PrimaryAddressId#
Acc_PrimaryPersonId Primary Person #Acc_PrimaryPersonId#
Acc_PrimaryUserId Account Manager #Acc_PrimaryUserId#
Acc_Promote Promoted Account #Acc_Promote#
Acc_SecTerr Territory #Acc_SecTerr#
Acc_SyncErrorDateTime Sync Error DateTime #Acc_SyncErrorDateTime#
Acc_SynchStatus Synch Status #Acc_SynchStatus#
acc_TaxRate Tax rate #acc_TaxRate#
Acc_Timestamp TimeStamp #Acc_Timestamp#
Acc_Type Account Type #Acc_Type#
Acc_UpdatedBy Updated By #Acc_UpdatedBy#
Acc_UpdatedDate Updated Date #Acc_UpdatedDate#
Acc_WorkflowID Workflow ID #Acc_WorkflowID#
addr_address1 NULL #addr_address1#
addr_address1 Address 1 #addr_address1#
addr_address1 Street(1) #addr_address1#
addr_address2 NULL #addr_address2#
addr_address2 Address 2 #addr_address2#
addr_address2 Street(2) #addr_address2#
addr_address3 NULL #addr_address3#
addr_address3 Address 3 #addr_address3#
addr_address3 Street(3) #addr_address3#
addr_address4 NULL #addr_address4#
addr_address4 Address 4 #addr_address4#
addr_address4 Street(4) #addr_address4#
Addr_AddressId Address Id #Addr_AddressId#
Addr_City NULL #Addr_City#
Addr_City City #Addr_City#
Addr_City City #Addr_City#
Addr_Country NULL #Addr_Country#
Addr_Country Country #Addr_Country#
Addr_Country Country #Addr_Country#
Addr_CreatedBy Created By #Addr_CreatedBy#
Addr_CreatedDate Created Date #Addr_CreatedDate#
Addr_Deleted Deleted #Addr_Deleted#
addr_IntForeignID Foreign Id #addr_IntForeignID#
addr_IntId Integration ID #addr_IntId#
addr_intlastsyncdate Last Sync Date #addr_intlastsyncdate#
Addr_PostCode NULL #Addr_PostCode#
Addr_PostCode Zip Code #Addr_PostCode#
Addr_PostCode Postal Code #Addr_PostCode#
addr_promote Promoted Address #addr_promote#
Addr_State NULL #Addr_State#
Addr_State State #Addr_State#
Addr_State State #Addr_State#
addr_street Street #addr_street#
Addr_TimeStamp TimeStamp #Addr_TimeStamp#
Addr_UpdatedBy Updated By #Addr_UpdatedBy#
Addr_UpdatedDate Updated Date #Addr_UpdatedDate#
addr_uszipplusfour Zip+4 Code #addr_uszipplusfour#
Comp_ChannelId Team #Comp_ChannelId#
Comp_CompanyId Company Id #Comp_CompanyId#
Comp_CreatedBy Created By #Comp_CreatedBy#
Comp_CreatedDate Created Date #Comp_CreatedDate#
Comp_Deleted Deleted #Comp_Deleted#
Comp_EmailAddress Business E-mail #Comp_EmailAddress#
Comp_Employees Employees #Comp_Employees#
Comp_FaxAreaCode Fax Area Code #Comp_FaxAreaCode#
Comp_FaxCountryCode Fax Country Code #Comp_FaxCountryCode#
Comp_FaxNumber Fax Number #Comp_FaxNumber#
Comp_IndCode Industry #Comp_IndCode#
comp_IntForeignID Foreign Id #comp_IntForeignID#
comp_IntId Integration ID #comp_IntId#
comp_intlastsyncdate Last Sync Date #comp_intlastsyncdate#
Comp_LibraryDir Library Dir #Comp_LibraryDir#
Comp_MailRestriction Mail Restriction #Comp_MailRestriction#
Comp_Name NULL #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_PhoneAreaCode Area Code #Comp_PhoneAreaCode#
Comp_PhoneCountryCode Country Code #Comp_PhoneCountryCode#
Comp_PhoneNumber Number #Comp_PhoneNumber#
Comp_PrimaryAccountId Account #Comp_PrimaryAccountId#
Comp_PrimaryAddressId Primary Address Id #Comp_PrimaryAddressId#
Comp_PrimaryPersonId Primary Person Id #Comp_PrimaryPersonId#
Comp_PrimaryUserId Account Manager #Comp_PrimaryUserId#
comp_promote Promoted Company #comp_promote#
Comp_Revenue Revenue #Comp_Revenue#
Comp_SecTerr Territory #Comp_SecTerr#
Comp_Sector Segment #Comp_Sector#
comp_SLAID SLA #comp_SLAID#
Comp_Source Source #Comp_Source#
Comp_Status Status #Comp_Status#
Comp_territory Region #Comp_territory#
Comp_TimeStamp TimeStamp #Comp_TimeStamp#
Comp_Type Type #Comp_Type#
Comp_UpdatedBy Updated By #Comp_UpdatedBy#
Comp_UpdatedDate Updated Date #Comp_UpdatedDate#
Comp_Website Website #Comp_Website#
Comp_WorkflowID Workflow #Comp_WorkflowID#
Pers_AccountId Account #Pers_AccountId#
Pers_ChannelId Team #Pers_ChannelId#
Pers_CompanyId Company #Pers_CompanyId#
Pers_ConflictResDate Conflict Resolution Date #Pers_ConflictResDate#
Pers_CreatedBy Created By #Pers_CreatedBy#
Pers_CreatedDate Created Date #Pers_CreatedDate#
Pers_Deleted Deleted #Pers_Deleted#
Pers_Department NULL #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_DepartmentCode Department Code #Pers_DepartmentCode#
Pers_EmailAddress Business E-mail #Pers_EmailAddress#
Pers_FaxAreaCode Fax Area Code #Pers_FaxAreaCode#
Pers_FaxCountryCode Fax Country Code #Pers_FaxCountryCode#
Pers_FaxNumber Fax Number #Pers_FaxNumber#
Pers_FirstName NULL #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_FullName Person #Pers_FullName#
Pers_Gender Gender #Pers_Gender#
Pers_IntForeignID Foreign Id #Pers_IntForeignID#
Pers_IntId Integration ID #Pers_IntId#
Pers_intlastsyncdate Last Sync Date #Pers_intlastsyncdate#
Pers_LastName NULL #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LibraryDir Library Dir #Pers_LibraryDir#
Pers_MailRestriction Mail Restriction #Pers_MailRestriction#
Pers_MiddleName NULL #Pers_MiddleName#
Pers_MiddleName Middle Name #Pers_MiddleName#
Pers_MiddleName Middle #Pers_MiddleName#
Pers_PersonId Person Id #Pers_PersonId#
Pers_PhoneAreaCode Area Code #Pers_PhoneAreaCode#
Pers_PhoneCountryCode Country Code #Pers_PhoneCountryCode#
Pers_PhoneNumber Phone Number #Pers_PhoneNumber#
Pers_PrimaryAddressId Primary Address Id #Pers_PrimaryAddressId#
Pers_PrimaryuserId Account Manager #Pers_PrimaryuserId#
pers_promote Promoted Person #pers_promote#
Pers_Salutation NULL #Pers_Salutation#
Pers_Salutation Salutation #Pers_Salutation#
Pers_SecTerr Territory #Pers_SecTerr#
pers_source Source #pers_source#
pers_status Status #pers_status#
Pers_Suffix NULL #Pers_Suffix#
Pers_Suffix Suffix #Pers_Suffix#
Pers_territory Region #Pers_territory#
Pers_TimeStamp TimeStamp #Pers_TimeStamp#
Pers_Title NULL #Pers_Title#
Pers_Title Title #Pers_Title#
Pers_Title Job Title #Pers_Title#
Pers_TitleCode Title Code #Pers_TitleCode#
Pers_UpdatedBy Updated By #Pers_UpdatedBy#
Pers_UpdatedDate Updated Date #Pers_UpdatedDate#
pers_Website NULL #pers_Website#
pers_Website Website #pers_Website#
Pers_WorkflowID Workflow #Pers_WorkflowID#
User_AccountLockedOut Account locked out #User_AccountLockedOut#
User_CannotChangePassword Cannot Change p/w #User_CannotChangePassword#
User_CreatedBy Created By #User_CreatedBy#
User_CreatedDate Created Date #User_CreatedDate#
User_CTICallScreen CTI Call Screen #User_CTICallScreen#
User_CtiDeviceName CTI Device Name #User_CtiDeviceName#
User_CTIEnabled CTI Enabled #User_CTIEnabled#
user_defaultlandingpage Default InteractiveDashboard #user_defaultlandingpage#
User_Deleted Deleted #User_Deleted#
User_Department Department #User_Department#
user_deskid Desk Location #user_deskid#
User_Disabled Disabled #User_Disabled#
User_EmailAddress Desktop E-mail #User_EmailAddress#
User_EmailAddress E-mail #User_EmailAddress#
user_EnableDoNotReprice Enable Overwrite price #user_EnableDoNotReprice#
User_Extension Ext. #User_Extension#
User_Fax Fax #User_Fax#
User_FirstName First Name #User_FirstName#
user_forecastcurrency Forecasting - Currency #user_forecastcurrency#
User_ForecastSecurity Forecast Rights #User_ForecastSecurity#
user_GroupAccess Group Access #user_GroupAccess#
User_Homephone Home Phone #User_Homephone#
user_istemplate Template #user_istemplate#
User_Language Language #User_Language#
User_LastEntitySyncOutcome Last Entity Sync Outcome #User_LastEntitySyncOutcome#
User_LastLogin Last Login #User_LastLogin#
User_LastName Last Name #User_LastName#
User_LastSurveyTaken Last Survey Taken #User_LastSurveyTaken#
user_licencetype License type #user_licencetype#
user_location Location #user_location#
User_Logon User Name #User_Logon#
User_Logons Logons #User_Logons#
user_MasterPersID Hosting Master ID #user_MasterPersID#
user_MobileEmail Mobile E-mail address #user_MobileEmail#
user_MobileEmail Mobile E-mail #user_MobileEmail#
User_MobilePhone SMS #User_MobilePhone#
User_MobilePhone Mobile #User_MobilePhone#
User_MustChangePassword Change p/w at Next Logon #User_MustChangePassword#
User_OfflineSecurity Allow Offline Access #User_OfflineSecurity#
User_Pager Pager #User_Pager#
User_Password Password #User_Password#
User_PasswordNeverExpires Password Never Expires #User_PasswordNeverExpires#
User_PasswordUpdateDate Password Expiry Date #User_PasswordUpdateDate#
User_Per_Admin Administration #User_Per_Admin#
User_Per_Case Cases #User_Per_Case#
User_Per_Channels Team Lists #User_Per_Channels#
User_Per_Communication Communications #User_Per_Communication#
User_Per_CompAssign Assign Individual to Company #User_Per_CompAssign#
User_Per_ContactInsert Create New Records #User_Per_ContactInsert#
User_Per_ContactUpdate Comp/Pers/Ad/Ph/Em #User_Per_ContactUpdate#
User_Per_EntityMerge Merge persons/companies #User_Per_EntityMerge#
User_Per_Opportunity Opportunities #User_Per_Opportunity#
User_Per_Reports Reports #User_Per_Reports#
User_Per_Team Company Team #User_Per_Team#
User_Per_TeamSensitive Restrict Sensitive Info #User_Per_TeamSensitive#
User_Per_TeamUpdate Restrict Updates #User_Per_TeamUpdate#
User_Per_ToDo My CRM Lists #User_Per_ToDo#
user_per_tree Info Admin Tree Rights #user_per_tree#
user_per_tree Info Admin Key Attribute Profiling #user_per_tree#
User_Phone Phone #User_Phone#
User_PrimaryChannelId Primary Team #User_PrimaryChannelId#
User_PrimaryTerritory Home Territory #User_PrimaryTerritory#
User_Profile Profile #User_Profile#
User_ProfileEnabled Outlook Profile Enabled #User_ProfileEnabled#
User_ProfileLastSyncDate Last Sync Date #User_ProfileLastSyncDate#
User_RecentList Recent List #User_RecentList#
User_Resource Resource #User_Resource#
user_rollupto Forecasting - Reports To #user_rollupto#
User_SecurityProfile Profile #User_SecurityProfile#
User_ShowSurvey Show Survey #User_ShowSurvey#
User_SMSNotification User SMS notification #User_SMSNotification#
User_TemplateName Template Name #User_TemplateName#
User_TerritoriesFK Territories FK #User_TerritoriesFK#
User_TerritoryProfile Profile Name #User_TerritoryProfile#
User_TimeStamp Timestamp #User_TimeStamp#
user_title Title #user_title#
User_UpdatedBy Updated By #User_UpdatedBy#
User_UpdatedDate Updated Date #User_UpdatedDate#
User_User1 User #User_User1#
User_Userid User #User_Userid#
User_WebServiceEnabled Allow Web Service Access #User_WebServiceEnabled#

Fields available from vsummaryperson

<t
Column Name US Caption Merge Code
acc_accountid Account Id #acc_accountid#
Acc_ChannelId Team #Acc_ChannelId#
Acc_CreatedBy Created By #Acc_CreatedBy#
Acc_Name Account Name #Acc_Name#
Acc_PrimaryUserId Account Manager #Acc_PrimaryUserId#
Acc_SecTerr Territory #Acc_SecTerr#
addr_address1 NULL #addr_address1#
addr_address1 Address 1 #addr_address1#
addr_address1 Street(1) #addr_address1#
addr_address2 NULL #addr_address2#
addr_address2
Anonymous
  • Jeff...

    Thank you! Based on what I am reading, you cannot modify the vSummaryOpportunity to add fields to choose from. If you want the fields to be included, they need to be part of the opportunity table. Is there any way around this? Is there a way to create my own view to be used and have it display in the list of choices the way to tables do?

    Any assistance you can provide would be greatly appreciated!

    Thanks!

  • I have done a little check with Sage CRM 2017 R1. New columns that are added to the tables referenced in the views are recognised but derived columns are not and neither are columns from joined tables.

  • Jeff...

    I need to add some fields from another table to the choices for an Opportunity email.

    Therefore, I went to the view...vSummaryOpportunity and added a Left Join to this view with the data needed.

    When I run the view in a query window in Management Studio, the data is there. However, when I go back to the email and choose the Opportunity entity after joining the data to the vSummaryOpportunity view, I cannot see the fields available. (I did try a metadata refresh.)

    Therefore, I am wondering Is it possible to add additional fields to the Opportunity email? If so, where can I go about editing the information to include the additional fields.

    Any assistance you can provide would be greatly appreciated!

    Thank you!

  • Rahul

    Thanks for the question. The SOAP webservices do not include methods that allow you to reference the email templates. The SOAP web services only provide methods to allow Create, Read, Update and Delete of records. They do not include interface generation capabilities (e.g screen building) or process control (e.g. workflow or internal e-mail client).