SQL view for escalation emails and how to add custom fields to escalation emails.

Hello,

I have an escalation rule for Case entity which sends an email in 5min intervals.

When creating a template for the email body there is a drop-down list available allowing me to add fields for dynamic content.

What SQL view is used here and how can i add more fields to the dropdown?

(The main reason why i want to do this is because i need to add a virtual field to it which will contain data from Company&Person tables)

Any comments or suggestions are welcome.

Thanks

  • 0

    Hi Michal,

    In CRM we have view call as vMailMergeCase which you can use for Escalation & Mail Merging functionality. You need to modify this view to add your custom columns and need to perform Meta data refresh. After doing this your custom field will get display in drop down list. Hope this helps!

    Regards,

    Dinesh