Merge Fields & Custom Variables
5 articles
- List of Merge FieldsMerge fields let you personalize messages and documents by inserting saved details automatically, such as a contact’s name, an assigned user’s email, appointment times, or invoice totals. When a message sends or a document generates, each merge field is replaced with the matching value for that spec
- Overview of Merge Fields & Custom VariablesThis article explains merge fields and custom variables. You’ll learn about different types of fields, such as custom fields, custom values, custom objects, and custom links (trigger links and payment links), and how to use them to personalize communication and automate workflows. TABLE OF CONTENTS
- Custom Object Templates: Pre-Built CRM Setup in One ClickCustom Object Templates let you create industry-specific CRM structures without building everything from scratch. Each template includes ready-to-use Custom Objects, fields grouped into folders, and associations—so you can organize data around real-world processes faster. Templates are available fro
- How to Use Custom FieldsCustom fields help you collect and organize information that goes beyond standard contact details like name, email, and phone number. They allow you to customize records, forms, workflows, and pipelines to match your business process and improve how you manage leads and opportunities. TABLE OF CONTE
- Creating and Managing Custom Fields for Better Data OrganizationCustom fields let you capture information that is not included in standard record fields. Use them to store business-specific data, organize information into folders, and make that data available throughout supported records, forms, workflows, filters, and other tools. TABLE OF CONTENTS - What Are C