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home/Knowledge Base/Template Designer(DCP)

How to add fields from the current user

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Written by Administrator
August 20, 2018

This article outlines how to add fields from the current / executing user to a Template.

❶ Click on “Insert MailMerge Fields”


Insert MailMerge Fields

Figure 1: Insert MailMerge Fields

❷ Navigate to “Additional” and select “User Info” in the DropDown-Menu for “Add Relationship / Entity”


Navigate to “User Info
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


New relationship
Figure 3: New relationship

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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