Table of contents

Merge Fields - Client and Contact

Last modified 07:52, 24 Apr 2017
Table of contents

Overview

Different merge fields are available based on the library that the template is for. This section lists the fields and where they are populated from. This page shows the fields that are available for use in client/contact related templates.

Field List

Merge Field Name Window Tab Section > Field

FileName

Client/Contact

Document Centre

Properties > Standard > File Name

ContactId

Find Contacts

(Results Grid)

ID

ContactType

Client/Contact

(Amend Client/Contact Name)

Contact Type

Pref

Client/Contact

(Amend Client/Contact Name)

Title

Fname

Client/Contact

(Amend Client/Contact Name)

First

Mname

Client/Contact

(Amend Client/Contact Name)

Middle

Lname

Client/Contact

(Amend Client/Contact Name)

Last

Tel

Client/Contact

Main

Primary Address, Phone and Aliases > Telephone - Work

Fax

Client/Contact

Main

Primary Address, Phone and Aliases > Fax - work

Mobile

Client/Contact

Main

Primary Address, Phone and Aliases > Mobile - Personal

AddresseeLine1

Create Document

Letter Details

Preview/edit letter information > FAO Mailing Name

AddresseeLine2

Create Document

Letter Details

Preview/edit letter information > Mailing Name

Address1

Client/Contact

Main

Primary Address, Phone and Aliases > Address (line1)

Address2

Client/Contact

Main

Primary Address, Phone and Aliases > Address (line 2)

Address3

Client/Contact

Main

Primary Address, Phone and Aliases > Address (line 3)

Town

Client/Contact

Main

Primary Address, Phone and Aliases > Town

County

Client/Contact

Main

Primary Address, Phone and Aliases > County

PostCode

Client/Contact

Main

Primary Address, Phone and Aliases > Post Code

Country

Client/Contact

Main

Primary Address, Phone and Aliases > Country

EMail

Client/Contact

Main

Primary Address, Phone and Aliases > Email - Personal

Salutation

Client/Contact

Main

Primary Address, Phone and Aliases > Salutation

Sex

Client/Contact

(Amend Client/Contact Name)

Gender

DateOfBirth

Client/Contact

Main

Notes > D.O.B

BirthPlace

Client/Contact

Main

Notes > Birth Place

ClientCode

Client/Contact

(Amend Client/Contact Name)

Code

DepartmentName

Client/Contact

Responsibility

Dept

DepartmentCode

Client/Contact

Responsibility

(based on) Dept

OfficeName

Client/Contact

Responsibility

Office

OfficeCode

Client/Contact

Responsibility

(based on) Office

DateOfDeath

Client/Contact

Main

Notes > D.O.D

AssignmentName

Client/Contact

Assignments

Name

AssignmentCode

Client/Contact

Assignments

Code

AssignmentDescription

This field is for templates that are used foCCH Central Mail Merge

PartnerPref

Client/Contact

Responsibility

(based on) Partner Responsibility > Partner

PartnerFName

Client/Contact

Responsibility

(based on) Partner Responsibility > Partner

PartnerSName

Client/Contact

Responsibility​

(based on) Partner Responsibility > Partner

PartnerFullName

Client/Contact

Responsibility​

(based on) Partner Responsibility > Partner

PartnerMailingName

Client/Contact

Responsibility​

(based on) Partner Responsibility > Partner

PartnerUsername

Client/Contact

Responsibility​

(based on) Partner Responsibility > Partner

PartnerEmail

Client/Contact

Responsibility​

(based on) Partner Responsibility > Partner

PartnerEmployeeCode

Client/Contact

Responsibility​

(based on) Partner Responsibility > Partner

PartnerCDSCode

Client/Contact

Responsibility​

(based on) Partner Responsibility > Partner

CreatedBy

Employee

(Amend Employee Name)

First + Last

DateCreated

Generated on creation

MailingName

Client/Contact

(Amend Client/Contact Name)

Mailing Name

AddresseeMailingName

Client/Contact

(Amend Client/Contact Name)

Mailing Name

AddresseeContactId

Find Contacts

(Results Grid)

ID

AssociatedAddress

Client/Contact (for the related contact)

Main

Primary Address, Phone and Aliases > (All address fields)

NINumber

Client/Contact

Main

Notes > NI Number

CompanyRegistrationNumber

Client/Contact

Main

Notes > Reg No

CompanyTaxReference

Client/Contact

Main

Notes > Tax Ref

UTR

Client/Contact

Main

Notes > UTR

PPSN

Client/Contact

Main

Notes > PPSN (only available on PCs where Format (in Region and Language) is set to English (Ireland))

OurRef

Client/Contact

(Amend Client/Contact Name)

Our Ref

DefaultAddressee

This field is for templates that are used for CCH Central Mail Merge

DefaultAddress1

This field is for templates that are used for CCH Central Mail Merge

DefaultAddress2

This field is for templates that are used for CCH Central Mail Merge

DefaultAddress3

This field is for templates that are used for CCH Central Mail Merge

DefaultTown

This field is for templates that are used for CCH Central Mail Merge

DefaultCounty

This field is for templates that are used for CCH Central Mail Merge

DefaultPostCode

This field is for templates that are used for CCH Central Mail Merge

DefaultCountry

This field is for templates that are used for CCH Central Mail Merge

DefaultSalutation

This field is for templates that are used for CCH Central Mail Merge

YearEnd

Client/Contact

Main

Notes > Year End

OfficeAddress1

Client/Contact

Responsibility

(based on) Office

OfficeAddress2

Client/Contact

Responsibility

(based on) Office

OfficeAddress3

Client/Contact

Responsibility

(based on) Office

OfficeTown

Client/Contact

Responsibility

(based on) Office

OfficeCounty

Client/Contact

Responsibility

(based on) Office

OfficePostCode

Client/Contact

Responsibility

(based on) Office

OfficeTel

Client/Contact

Responsibility

(based on) Office

OfficeFax

Client/Contact

Responsibility

(based on) Office

OfficeWeb

Client/Contact

Responsibility

(based on) Office

DocumentId

Generated on creation

CreatedbyEmployeeCode

Employee

(Amend Employee Name)

Code

Relationship

This field is for templates that are used for CCH Central Mail Merge

BankAccountName

Client/Contact

Defaults

Primary Bank Details > Account Name

BankAccountNum

Client/Contact

Defaults

Primary Bank Details > Account Number

BankSortCode

Client/Contact

Defaults

Primary Bank Details > Bank Ref

The From fields all pertain to the employee that you select in the From field in the Addressing information section of the Letter details tab on the Create Document window. 

FromName

Employee

(Amend Employee Name)

Pref + First + Last

FromPref

Employee

(Amend Employee Name)

Pref

FromFName

Employee

(Amend Employee Name)

First

FromSName

Employee

(Amend Employee Name)

Last

FromFullName

Employee

(Amend Employee Name)

Pref + First + Last

FromMailingName

Employee

(Amend Employee Name)

Mailing Name

FromUsername

Employee

(Amend Employee Name)

U/Name

FromEmail

Employee

(Amend Employee Name)

E-Mail

FromEmployeeCode

Employee

(Amend Employee Name)

Code

FromEmployeeTel

Employee

Personal

Phone > Phone

The Signatory fields all pertain to the employee that you select in the Signatory field in the Preview/edit letter information section of the Letter details tab on the Create Document window. 

SignatoryPref

Employee

(Amend Employee Name)

Pref

SignatoryFName

Employee

(Amend Employee Name)

First

SignatorySName

Employee

(Amend Employee Name)

Last

SignatoryFullName

Employee

(Amend Employee Name)

First + Last

SignatoryMailingName

Employee

(Amend Employee Name)

Mailing Name

SignatoryUsername

Employee

Main

U/Name

SignatoryEmail

Employee

Personal

Phone > E-Mail

SignatoryEmployeeCode

Employee

(Amend Employee Name)

Code

SignatoryEmployeeTel

Employee

Personal

Phone > Phone

SignatoryRole

Employee

Main

Stationed > Role

SignatorySignature Employee Personal Phone > Signature
Heading1 Create Document Letter Details Preview/edit letter information > Heading 1
Heading2 Create Document Letter Details Preview/edit letter information > Heading 2
DocumentDate Create Document Letter Details Preview/edit letter information > Document Date

 

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