How to insert custom look-up fields in the mail merge template?

How to insert custom look-up fields in the mail merge template?

At present, you cannot insert Custom lookup fields and check box fields in the mail merge template. However, you can insert all default lookup fields such as Parent Account, Account Name, Vendor Name and more.

    • Related Articles

    • Managing Mail Merge Templates

      Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (Forms, Letters, Address Labels, Envelopes, etc.). You can create a mail merge template that would contain the variables (merge fields) in it. Using ...

    • How to insert my Organization Logo in the mail merge template?

      You can't insert the company logo using merge fields. However, you can manually add your Organization Logo by using the Insert picture option in your mail merge template.

    • Mail Merge Templates

      Mail merge is a function that helps simplify repetitive tasks to create personalized documents (including forms, letters, address labels, and envelopes). You can create a mail merge template containing variables (merge fields) and use it to merge ...

    • Standard Merge Fields

      The following are the standard merge fields that can be used in templates in order to retrieve relevant data. Inventory Template Tags While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, ...

    • Managing custom lead merge tags

      Lead custom tags are those, that you can define according to your needs from a list of lead fields and the custom field data. This gives you the liberty to use more number of fields than the available predefined fields. You can choose from the ...