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How to Add Company Name to the From Name Field in the CRM Approved Email?

  • Updated

Question:

Veeva’s Approved Email enables representatives to quickly and compliantly email approved content directly to customers and see the interaction data directly through Veeva CRM. 

Normally, under the Email Fields section of an Approved Email document, {{userName}} is populated in the From Name field to insert the user name that sends the email.

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Is it possible to show the Company Name before the user's name in From Name in the approved email that is sent out?

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Answer:

 To add Company Name to the From Name in Approved Email, an admin can follow the steps below:

  1. Create a new custom field of type Formula on the User object in CRM. 

    Example: Company Name + User Name
  2. In the new field, input the formula that it concatenates

    Examples:

     User.CompanyName, User.FirstName and User.LastName.
  • Formula: $User.CompanyName & ", " & FirstName & " " & LastName
  • Example output: Veeva China Support, Admin Veeva

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     3. Edit the User record by populating the Company field so that the formula is run and the field is populated with the desired value.

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      4. Give end-user Read Field Level Security (FLS) to this field in the corresponding Profile.

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     5. Add the API Name of this field in From Name field in an Email Template record in Vault: User.Company_User_Name__c.


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     6. Navigate to Approved Email Administration in CRM and click Incremental Refresh to sync the email template record from Vault.

     7. Navigate to the Account record and click the Send Email button to send the email template to the account.

     8. The value of the Company + User Name field shows in the From Name area of the email as shown below.

Related Documentation:

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