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  #1  
Old 10-23-2007, 12:12 PM
richard richard is offline
Junior Member
 
Join Date: Oct 2007
Posts: 3
Default Merge User fields into documents and email

Currently in V5 it's possible to merge Contact and Company information into a Letter or email Template. Ideally it should also be possible to merge the User's details into the document thus minimising the number of Templates that are shared.
Eg.
Yours Sincerly
User_FirstName User_LastName
User_Position
User_Department
User_Phone
User_Mobile
User_email

The only code that works at present is [#Current User#] which only merges FirstName LastName of the User...this means that a separate document is still required for every person using that one Template because each User in fact has a different set of details such as contact number.
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  #2  
Old 10-29-2007, 02:22 AM
ccorbett ccorbett is offline
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Join Date: Oct 2007
Posts: 9
Default v5 merge codes

hi richard,

I agree that would be really beneficial to many of our sites that presently have duplicated templates or manually edit the template when performing a merge...
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  #3  
Old 05-08-2009, 03:04 AM
TonyT TonyT is offline
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Join Date: Sep 2007
Location: New Zealand
Posts: 4
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Default [#Current User#]

I was not even aware that [#Current User#] was available so thanks for that but I totally agree with this request. It would make Templates much more manageable

Quote:
Originally Posted by richard View Post
Currently in V5 it's possible to merge Contact and Company information into a Letter or email Template. Ideally it should also be possible to merge the User's details into the document thus minimising the number of Templates that are shared.
Eg.
Yours Sincerly
User_FirstName User_LastName
User_Position
User_Department
User_Phone
User_Mobile
User_email

The only code that works at present is [#Current User#] which only merges FirstName LastName of the User...this means that a separate document is still required for every person using that one Template because each User in fact has a different set of details such as contact number.
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Tony Tyrrell
Classic Solutions
[email]tony@classic.co.nz[/email]
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