Marketing List Campaign Activity Mail Merge Accessing custom entity fields RRS feed

  • Question

  • Hello, we have CRM2013 onpremise.

    I have a custom entity "application" linked to contact, with fields such as "subject". I would like to access the fields in the custom entity in an email merge campaign activity based on a marketing list. When I attempt to select the data fields for insertion, my custom entity is not accessible via "record type". I had hoped it would be due to its relationship with the contact entity?

    Perhaps I am doing something wrong, as I am just getting used to Marketing, but before I spend any more time, I am just looking for a definitive answer on whether or not custom entities can be accessed via this method?



    Monday, January 26, 2015 1:33 PM

All replies

  • Try select the "application" as the Associated Entity for the email merge template, from there you can access Contact data field if there is one-to-many relationship from Contact to "Application".

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    Monday, January 26, 2015 8:11 PM
  • Thanks  - I would if I could but as I said, it is not offered as an option.
    Tuesday, January 27, 2015 11:33 AM