Email Merge Template with Phone Numbers

Hi,

We wanting to create an email merge template that includes the Person's contact information and phone numbers associated with their record. So far I've only been able to figure out how to include the person's business phone using #Pers_PhoneNumber#.

Can anyone help with adding and merging additional phone number fields from a person's record into an email template? 

We are currently using Sage CRM 2024 R1.

Thanks.

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    To do this, you need to create additional custom fields in the person entity that store these extra phone numbers. Once those fields are set up, you can add them to your email template using a similar merge tag format, like #Pers_MobileNumber# or whatever tag you assign to those fields.If you need a temporary solution or are dealing with contact information that changes frequently, knowing how to generate temporary phone numbers can be quite handy. This method is often used for testing purposes or when you want to avoid sharing permanent contact details.

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  • 0

    To do this, you need to create additional custom fields in the person entity that store these extra phone numbers. Once those fields are set up, you can add them to your email template using a similar merge tag format, like #Pers_MobileNumber# or whatever tag you assign to those fields.If you need a temporary solution or are dealing with contact information that changes frequently, knowing how to generate temporary phone numbers can be quite handy. This method is often used for testing purposes or when you want to avoid sharing permanent contact details.

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