You can add custom merge fields to provide either a broader or a more specific range of personalized documents in NexJ CRM.
To add a new merge field:
- Navigate to the Document Codes page.
- In the Merge Fields tab, click the Add button . The Add Merge Field dialog opens.
Complete the fields as appropriate:
Specifies the placeholder name for the merge field. This should be a meaningful indication of what information will be populated.
Provides a brief description of the merge field's intended content.
Specifies the subject area that the merge field is applicable to.
Provides a calculated code value that defines the merge field and determines what data is populated from the database.
Maps a third-party mailer template token to a NexJ CRM merge field for batch printing.
The Custom Token field is only available if you have enabled the Birthday Mailer feature.
- Click OK. The Add Merge Field dialog closes.
Your merge field is added and available to use in personalized documents.