Steps Required
Have your System Administrator complete the following.
- Go to Setup > Correspondence > Form Letters in RMS.
- Select an existing Form Letter and choose 'Edit'.
- Place cursor in body content where a Merge Field is required.
- Select a Merge Field Category from the list.
- Choose the required Merge Field.
- Repeat as necessary.
- Save/Exit.
Info
Merge Fields can be inserted in the Form Letter Body or Email Subject Line.
Visual Guide
Go to Setup > Correspondence > Form Letters in RMS.
Select an existing Form Letter and choose 'Edit'.
Place cursor in body content where a Merge Field is required.
Select a Merge Field Category from the list.
Choose the required Merge Field.
Repeat as necessary until all required merge fields have been inserted into the Form Letter.
Select 'Save/Exit' to store the changes made.
