This article outlines how to add fields from the current / executing user to a Template.
❶ Click on “Insert MailMerge Fields”
Figure 1: Insert MailMerge Fields
❷ Navigate to “Additional” and select “User Info” in the DropDown-Menu for “Add Relationship / Entity”
Figure 2: Navigate to “User Info”
❸ You have now added a new relationship to the “User” record, which presents fields from the current user /executing user
Figure 3: New relationship
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.