Creating merge fields that reference custom fields
You can create merge fields that will reference custom fields in batch emails and batch printing processes. For example, if a NexJ CRM user would like to send a batch email or print a document congratulating contacts or other users with a work anniversary, they can insert a merge field that references a Work Anniversary custom field into their email or document.
Creating a merge field that references a custom field requires two procedures:
Adding custom fields using NexJ Admin Console.
You must create the custom field using NexJ Admin Console, not the Customize workspace. When you add a custom field in NexJ Admin Console, the Reference Name field is displayed, allowing you to note its auto-generated value which you will need to include in the expression when you create the merge field. The Reference Name field is not displayed if you add a custom field on the Customize workspace.
- Adding merge fields that reference custom fields.
Adding custom fields using NexJ Admin Console
To add a custom field that will be referenced by a merge field to the system:
- In NexJ Admin Console, navigate to the Entity Codes page.
- In the Custom Field Types tab, select Custom Field Types.
- Click the Add button and select a custom field type to define values that the field accepts:
The custom field is added to the system. Users can now add the custom field to a contact by following the instructions for Adding custom fields to contacts in the end user documentation.
To create a merge field that will reference this custom field follow the Adding merge fields that reference custom fields procedure below.
Adding merge fields that reference custom fields
To add a merge field that references a custom field to the system:
Ensure the Birthday Mailer system preference is enabled.
- In NexJ Admin Console, navigate to the Document Codes page.
The merge field is added to the system and available for use. Users can now insert the merge field in the body of an email or add it to a Microsoft Word document.
For more information, see Sending batch emails to contacts, Batch printing birthday mailers, Adding merge fields to documents, and Batch printing for contacts in the end user documentation.
Related links
Setting up NexJ Add-In for Microsoft Office
Configuring merge fields
Enabling application features