1. A way to attain a complete list of NL tags of ones account is to look at the Insert Field in the Template subtab of the email template record or download the source file with the link on the letter template record.
- Navigate to Documents > Templates > Letter Templates > New
- Template tab > click Download to get sample source file of NLTags
- This opens up an Excel listing all available NLTags of your custom fields
With locating such Custom NL Tags, (e.g. NLCUST_ENTITY_SURVEY_URL)
- NL + CUST = This indicates it is a Custom Field
- ENTITY = Specifies this is a Custom Entity Field
- Navigate to Customization > Lists, Records, & Fields > Entity Fields. User will be able to locate where the NL Tag is.
tags and the corresponding fields.
- To determine the tags to use for custom fields, enable the Show Internal IDs preference at Home > Set Preferences > General.
- Then, click the field name to open the field-level help popup.
- The Field ID is shown in the bottom right corner of the popup.
- A CRMSDK tag is created by appending this ID with NL.
- A custom field CRMSDK tag might look like this: NLCUSTENTITY5
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