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 | #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 | #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
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 | <t