M
Michael Warren
We need the ability to use custom fields from Custom Objects as merge tags across all communication and document tools within HighLevel.
Current Limitation:
Right now, merge tags are limited to standard objects (Contacts & Opportunities). Custom Object fields are not accessible when building:
Email templates
SMS messages
Documents / contracts
This creates a major gap when using Custom Objects as the primary data structure (which is increasingly the case for more advanced use cases).
Requested Functionality:
Allow users to:
Select a Custom Object
Access its associated fields
Use those fields as merge tags in:
Emails
SMS
Documents (contracts, proposals, etc.)
Example Use Case:
We use a Custom Object called “Properties” with fields like:
Property Address
County
Acreage
Purchase Price
Legal Description
We need to dynamically insert this data into:
Offer emails to sellers
SMS follow-ups referencing property details
Purchase agreements and documents
Expected Behavior:
Merge tag picker should include Custom fields from Custom Objects. You are currently able to select the merge tag but the data doesn't transfer.
Ability to reference:
The associated Custom Object record tied to the Contact/Opportunity
Specific fields within that object
Ideally supports multiple object relationships (if applicable)
Why This Matters:
Custom Objects are becoming the backbone of more advanced workflows. Without merge tag support:
Automation is limited
Manual work increases
Document generation becomes inefficient or impossible at scale
This feature would unlock significantly more powerful use cases and make Custom Objects truly usable in production workflows.
This is High Priority for any business using Custom Objects as core data structures