Hi
I've added a new entity that's owned by Opportunities.
I can merge this onto a document but would really like to merge it onto an email template.
Are there any plans to allow this in future?
Thanks
Not at the moment. But this would make a cool feature. Could you please log this as an enhancement request and ask it to be escalated.
Thanks
Done, would also be useful at Quote level as you could merge a quotation straight into the email template, no merge to pdf and have it attached, just a formatted email with the quote details in the body!!
Thanks. I look forward to seeing that. We have an interesting item on the backlog - the idea of "Template Quotes" where customers create complex quotations and they would want to reuse the definition for multiple contacts. That may make it into Sage CRM 2025 R2.
Hi Sage CRM
We’d really like to have this feature in the system. I think I requested it last year as well. Hopefully it can be considered!
*Community Hub is the new name for Sage City