Skip to main content

Any data contained in the Bp event database can be referenced in mail texts, depending on which other records (accounts, events) the mail is linked to.

  1. Click on Datenbankfeld Insert database references in the toolbar to insert existing data from any of the available tables.
  2. Select the table you want to open a list of fixed and calculated fields or all available database references.
  3. Insert programmed or calculated kontext Fields by left-click. Multi-selection is not available.
  4. Select other fields from the picklist by left-clicking (hold down the Ctrl key for multi-select), then ok Confirm.
  5. save Save your changes.

When the database entries referenced in the mail are changed, these changes will also affect the mail. Make a conscious decision on if and when to apply changes to your mails.

  1. Activate the Refresh references option below the subject line to update any referenced data on opening a saved mail.
    Example: A mail has been drafted but remains unsent awaiting approval. In the meantime, a phone number is changed in the master data. When the mail is opened again for printing, the new number will appear.
  2. Untick Refresh references if you want to break the link to the original record and keep the values as they are. Make sure to break the links before sending the mail, so that subsequent changes in the database do not affect the integrity of sent documents.
    Example: A quote is sent. The quoted prices need to stand even if the master data prices are changed subsequently.
  3. save Save your changes.