Create custom mail merge fields that can be linked in email templates and reminders
To be able to create a custom field, I work in the property/real estate industry and it would be VERY useful to be able to create a custom field with the 'property address' and then be able to use this in the email templates and reminders as follows
INV-XXX for %propertyaddress% from %companyname%
12
votes
Alex
shared this idea
Hi all,
Custom fields can be created under Settings→Preferences→Contact→Field Customisation.
After creating a Custom field for ‘Property Address’, go to Settings→Email Templates→Invoices to insert the placeholder for the newly created custom field in the Invoice email template.
Regards
Zoho Books team.