mail and Letter template merge fields are populated with the user's information. This information is pulled from one of three places in the application.
The system first tries to populate the merge fields with the data from the Store Access Tab. To view this tab, click the Administration button and select Users->Preferences->Store Access. Each user setup can be linked to various stores in order to be able to book appointments, search, create Fetch queries etc. Â
Secondly if information is missing from Store Access then DealerMine will attempt to use the information tied to the User Info screen for the user sending the email or letter. If the User's default store is different than the store and branch associated with the vehicle in which the email/letter is being sent to then the merge fields will not populate.
It's best to ensure that all fields in the Store Access tab are filled out for each user who has access to multiple stores. Â
Lastly, the dealership name will always merge even if it is missing in one of the above screens since we know which store/branch the vehicle is associated with when an email/letter send is being initiated.Â
Available Merge Fields