Sunday, March 10, 2019

Locate an NL Field Included in a Template and List all Available NLTags in the Account

User would like to locate an NL field included in a template (E.g. NLCUST_ENTITY_SURVEY_URL) at the same time have a complete list of all available NL Tags in their account.

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. 
2. Also advise users to check Help Center: Using CRMSDK Tags include table lists of the most commonly used CRMSDK
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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