Using CRMSDK Tags

You use CRMSDK tags to customize PDF and letter templates. When a template generates a document, NetSuite replaces the CRMSDK tags with the information in the corresponding fields on the recipient’s record.

The following table includes the CRMSDK tags recognized by NetSuite.

The entries in the Field column refer to fields on CRM records you can reference in your templates. An " x " marks the records that include each field.

Field	Cust:Project	Vendor	Partner	Employee	Contact	Tag
Auto Name	x	x	x	x	x	NLAUTONAME
Company Name	x	x	x	x		NLCOMPANYNAME
Name	x	x	x	x	x	NLENTITYID
Sales Rep	x				†	NLSALESREP
Phone	x	x	x	x	x	NLPHONE
Alt. Phone	x	x				NLALTPHONE
Fax	x	x	x		x	NLFAX
Email	x	x	x	x	x	NLEMAIL
Contact First Name	x	x			x	NLFIRSTNAME
Contact Last Name	x	x			x	NLLASTNAME
Contact Middle Initial				x	x	NLMIDDLENAME
Promotion Code	x				†	NLREFERRALCODE
Partner	x				†	NLPARTNER
Child Of, Subpartner Of, Company	x		x		x	NLCOMPANY
Child Of	x					NLPARENT
Address Line 1	x	x	x	x	x	NLADDRESS1
Address Line 2	x	x	x	x	x	NLADDRESS2
City	x	x	x	x	x	NLCITY
State/County	x	x	x	x	x	NLSTATE
Zip/Postal Code	x	x	x	x	x	NLZIPCODE
Country	x	x	x	x	x	NLCOUNTRY
Account Number	x	x		x	†	NLACCOUNTNUMBER
Terms	x	x			†	NLTERMS
Balance	x					NLBALANCE
Days Overdue	x					NLDAYSOVERDUE
Overdue Balance	x					NLOVERDUEBALANCE
Sales Rep Nickname	x					NLSALESREPNICKNAME
Signature	x					NLSIGNATURE
Salutation				x	x	NLSALUTATION
Department				x		NLDEPARTMENT
Class				x		NLCLASS
Location				x		NLLOCATION
Supervisor				x	x	NLSUPERVISOR
Alt. Email					x	NLALTEMAIL
Office Phone					x	NLOFFICEPHONE
Home Phone					x	NLHOMEPHONE
Mobile Phone					x	NLMOBILEPHONE
Title/Subject					x	NLTITLE
Partner Code			x			NLPARTNERCODE

Note:

The preceding table lists the most commonly used CRMSDK tags and the corresponding fields. To see a complete list of supported tags, open a letter template file in NetSuite. Go to Documents > Templates > Letter Templates > New. From the Templates subtab, click the Download link to open an Excel file containing all tags.

CRMSDK tags have different formats depending on where they are used. CRMSDK tags should always be capitalized. Use the following formats:

PDF templates – enter without brackets
Letter templates – automatically formatted by Microsoft Word

In general, the tags you apply to a template must match the record for the document you create. For example, you cannot use a template to create a partner letter if the template includes a tag for the Sales Rep field.

However, if you create a template to communicate with contacts, you can refer to fields on the parent record associated with the contact. For example, you can include the name of the sales rep assigned to a customer in a message sent to that customer's contact person.

In addition, you can use fields in contact templates that do not appear on the contact record. In the preceding table, these fields appear with a " † ".

When you include the NLFIRSTNAME and NLLASTNAME tags in a template, NetSuite replaces these tags based on these rules:

If the recipient is a customer of the type Individual, NetSuite uses the first and last name on the customer record.
If the recipient is a customer of the type Company, NetSuite uses the primary contact's first and last name.

Inserting Tags for Names

When you create an email template for customers, you can use the following tags:

NLENTITYID – This tag inserts the information entered in the Customer ID field.

To add this field to a template, select Name in the Insert Field.
NLCOMPANYNAME – This is the information entered in the Company Name field on the customer record.

To add this field to a template, select Company Name in the Insert Field.
NLFIRSTNAME – This is the information entered in the first name field. This applies only to customers who are individuals.

To add this field to a template, select First Name in the Insert Field.
NLLASTNAME – This is the information entered in the last name field. This applies only to customers who are individuals

To add this field to a template, select Last Name in the Insert Field.
NLCONTACT – This is the name of the customer's primary contact.

Select Contact (Primary) in the Insert Field

When you create a template for contacts, you can use the following:

NLENTITYID – This tag inserts the information entered in the Contact ID field.

To add this field to a template, select Name in the Insert Field.
NLCOMPANY – This is the information in the Customer ID field on the customer record for which this contact is the primary.

To add this field, select Parent Entity in the Insert Field.
NLFIRSTNAME – This is the information entered in the first name field on the contact record.

To add this field to a template, select First Name in the Insert Field.
NLLASTNAME – This is the information entered in the last name field on the contact record.

To add this field to a template, select Last Name in the Insert Field.

CRMSDK Tags for Cases

You can use the following tags to add case information to a document. You can use these tags in addition to the CRMSDK tags that refer to the customer who entered the case.

Field	Tag
Subject	NLTITLE
Case Number	NLCASENUMBER
Company Name	NLCOMPANYNAME
Support Rep Assigned	NLASSIGNED
Priority	NLPRIORITY
Contact Name	NLCONTACT
Status	NLSTATUS
Origin	NLORIGIN
Message History (Non-Internal)	NLCASEHISTORY
Message History (Internal or External)	NLCASEHISTORYEMP
Most Recent (Non-Internal) Message	NLCASELASTMESSAGE
Most Recent Message (Internal or External)	NLCASELASTMESSAGEEMP
Creation Time	NLSTARTTIME
Creation Date	NLSTARTDATE
Type	NLCATEGORY
Recent Escalation Message	NLESCALATIONMESSAGE
Link to Customer Center	NLCASEURL
Name of User who Logged In	NLUSERNAME
Company Logo	NLCOMPANYLOGO
Signature	NLSIGNATURE

Note:

The following tags are not supported for use in PDF or letter templates:

NLCASEHISTORY
NLCASEHISTORYEMP
NLCASELASTMESSAGE
NLCASELASTMESSAGEEMP

CRMSDK Tags for Issues

You can use the following tags to add issue information to documents. You can use these tags in addition to the CRMSDK tags that refer to cases associated with an issue.

Field	Tag
Abstract	NLISSUEABSTRACT
Assigned To	NLASSIGNEDTO
Broken In Build	NLBUILDBROKEN
Broken In Version	NLVERSIONBROKEN
Creation Date	NLISSUECREATEDDATE
Creation Time	NLISSUECREATEDTIME
Duplicate Number	NLISSUEDUPLICATEOF
External Abstract	NLEXTERNALABSTRACT
External Details	NLEXTERNALDETAILS
External Status	NLEXTERNALSTATUS
External Target	NLEXTERNALTARGET
Fixed In Build	NLBUILDFIXED
Fixed In Version	NLVERSIONFIXED
Number	NLISSUENUMBER
Priority	NLISSUEPRIORITY
Product	NLPRODUCT
Product Team	NLPRODUCTTEAM
Reviewer	NLREVIEWER
Severity	NLSEVERITY
Showstopper	NLISSHOWSTOPPER
Status	NLISSUESTATUS
Target Build	NLBUILDTARGET
Target Version	NLVERSIONTARGET
Type	NLISSUETYPE

CRMSDK Tags for Transactions

You can use the following tags to include transaction information in messages you send.

Field	Tag
Bill To	NLBILLADDRESS
Class	NLCLASS
Consolidated Balance	NLCONSOLBALANCE
(Consolidated) Overdue	NLCONSOLOVERDUEBALANCE
(Consolidated) Days	NLCONSOLDAYSOVERDUE
Currency	NLCURRENCYNAME
Date	NLTRANDATE
Date Created	NLDATECREATED
Days Open	NLDAYSOPEN
Department	NLDEPARTMENT
Exchange Rate	NLEXCHANGERATE
Expected Close Date	NLEXPECTEDCLOSEDATE
Forecast Type	NLFORECASTTYPE
ID	NLID
Include in Forecast	NLINCLUDEINFORECAST
Include in Forecast: High	NLINCLUDEINFORECASTHIGH
Include in Forecast: Low	NLINCLUDEINFORECASTLOW
Project	NLJOB
Last Modified Date	NLLASTMODIFIEDDATE
Lead Source	NLLEADSOURCE
Location	NLLOCATION
Main Entity	NLENTITY
Memo	NLMEMO
Open Status	NLOPENSTATUS
Partner	NLPARTNER
Probability	NLPROBABILITY
Sales Group	NLSALESGROUP
Sales Rep/Employee	NLSALESREP
Ship To	NLSHIPADDRESS
Status	NLDOCUMENTSTATUS
Total	NLTOTAL
Transaction #	NLTRANID
Type	NLTYPE

Custom Field Tags

To determine the tags to use for custom fields, enable the Show Internal IDs preference at Home > Set Preferences > General. Then, click the field name to open the field-level help popup. NetSuite displays the field ID in the bottom right corner of the popup. You create a CRMSDK tag when you prepend this ID with NL.

A custom field CRMSDK tag might look like this:

NLCUSTENTITY5

Note:

If you include tags for rich text custom fields in templates, NetSuite does not preserve font formats in tag replacements in the final message. Font formatting includes color, bold, size, and so on.

Inserting Tags for Names

CRMSDK Tags for Cases

CRMSDK Tags for Issues

CRMSDK Tags for Transactions

Custom Field Tags

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