Usage¶

Adding and saving new greeting fields¶

Click on Administration and select Administration Console.
In the section Communication click on MoreGreetings.
At the very top, enter the desired number of new greeting fields to be created in the field Number of fields.
Define the desired new rule or function in the respective greeting field using Smarty.
Click the Save button to save the newly created greeting field(s).

After adding a new greeting field, press the button Save & Apply to all contacts. The content of the greeting fields will be automatically updated for all contacts in CiviCRM.

From the Administer menu, select Customize Data and Screens and select Custom Fields.
Go to the Custom Field Set Additional Greetings.
For this entry, click on the View and Edit Custom Fields command.
Go to the greeting field whose field name you want to customize.
There, select the Edit Field function.
Enter the desired name in the Field Label input field and confirm with Save.
When you have entered all the field names as desired, click the Done button in the list of greeting fields.

Select a contact in CiviCRM. A custom field set labeled Additional greetings with the new greeting field(s) appears.

Select a contact in CiviCRM.
Switch to the custom field set Additional greetings.
Click the Edit button next to the greeting field whose content you do not want to change.
Check the Write Protection box to the right of the desired field.

As with CiviCRM's regular greetings you should have a token menu from which you can select the desired greeting when editing an email or a template.