To activate the newly created custom fields in Raiser's Edge (RE) and use them as merge tags in Almabase for email communications, you'll need to follow a few steps:
1. Create the Custom Field in RE: Ensure that the custom field is a single-value text field only.
2. Pull the Custom Field into Almabase: You will need to perform a database scan or pull from RE to get the new custom field data into Almabase from the Connect Database page 👇
3. After rescanning the database, the new custom fields you added in RE will appear on the Which fields on RENXT would you like to have on Almabase as well? list.
Click Select Data types > Select the respective field > Proceed with the selection.
4. Review a profile to confirm that the custom field appears on the profile.
5. Using the Merge Tag: When composing your email, you can select the merge tag corresponding to your new custom field from the list of available tags in the email editor.
Further, you need to select the recipients' group first, as the list of merge tags will not be exhaustive until the email group is selected. This means that after selecting the group, you should be able to see the new custom field in the list of available merge tags.
Best Practices:
Ensure you select both comment and value when you follow the process to activate and use custom fields from RE as merge tags for email communications on Almabase.
Custom fields are to be only text fields.
Custom fields are to be single-select fields. Multi-select fields aren't supported.