Use Real Estate merge fields
Insert supported module/customer/property/request fields in templates.
Where to goAdmin Area → Setup → Email Templates → Real Estate template
Before you start
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access.
Follow these steps
- Open the source record or configuration named in the route.
- Insert supported module/customer/property/request fields in templates.
- Preview/test because fields depend on the related record type.
- Generate, preview or save the required output and inspect its actual result.
Fields, rules and limits
- Preview/test because fields depend on the related record type.
Check it worked
The actual output belongs to the intended workspace and source record.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Preview/test because fields depend on the related record type.
Why is the record or action unavailable?
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access. Check the current company and record relationship before requesting additional access.