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.
Click on Insert database references in the toolbar to insert existing data from any of the available tables.
Select the table you want to open a list of fixed and calculated fields or all available database references.
Insert programmed or calculated Fields by left-click. Multi-selection is not possible.
Select other fields from the picklist by left-clicking (hold down the Ctrl key for multi-select), then Confirm.
Save your changes.
When the database entries referenced in the email are changed, these changes will also affect the email. Make a conscious decision on if and when to apply changes to your emails.
Activate the Refresh references option below the subject line to update any referenced data on opening a saved email. Example: An email has been drafted but remains unsent awaiting approval. In the meantime, a phone number is changed in the master data. When the email is opened again for sending, the new number will appear.
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 email, 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.