Merges are a way of displaying data collected in fields, you can use merges in Documents, Call Guides, Scripts and more.
The types of merge fields are:
Account Details
Fieldname | Description |
*Account | Account Number |
*Company | Account/Company Name |
*Address | Account address: includes Address lines 1-4 |
*Address1 | Account address 1 |
*Address2 | Account address 2 |
*Address3 | Account address 3 |
*Address4 | Account address 4 |
*PostCode | Post/Zip Code |
*Country | Country |
*Telephone | Telephone Number |
*Fax | Fax Number |
*Salesman | Account Salesperson |
*Salesemail | Account Salesperson Email - If you are looking to send a Document to the Salesperson email you can just use *Salesman and it will use their Email address. |
*Nextdate | Date/time Of Next Contact |
*Lastdate | Date/time last time the account was contacted |
*Statusdate | Date Status was set |
*Owner | Owner of account |
*accowneremail | Owner of the Accounts Email |
*Nextdated | Nextdate date only |
*Nextdatet | Nextdate time only |
*Www | Website Url |
*Note | Account Notes |
*Addnote | Account Additional Notes |
*Addnxx | Additional Info eg. *Addn01, *Addn02 etc |
*CustStatus | Account Customer Status |
*SubStatus | Account Substatus |
[merge:TELRCM-PROJECT] | Account Project |
Contact Name Details
Fieldname | Description |
*Contact | Full Contact Name E.G. John Smith |
*ContactID | The ID number of the specific Contact |
*Title | Contact Title, Mr, Mrs, Etc |
*Initials | Contact Initials |
*Firstname | Contact Firstname |
*Surname | Contact Surname/Lastname |
Contact Email - If you are looking to send a Document to the Contact email you can just use *Contact and it will use the Email address. | |
*Salutation | Contact Salutation |
*Jobtitle | Contact Job Title/Position |
*Address1C | Contact Address 1 |
*Address2C | Contact Address 2 |
*Address3C | Contact Address 3 |
*Address4C | Contact Address 4 |
*PostCodeC | Contact Post/Zip Code |
*TelephoneC | Contact Telephone |
*Mobile | Contact Mobile |
*OwnerC | Contact Owner |
Contact History Details
Fieldname | Description |
*LastComments | Last Comments in contact history |
*AllComments | All Comments in contact history as one block of text |
*C_History | All comments in an HTML Table including dates and times. The columns/fields are the same as selected in the Contact History section. |
Other Details
Fieldname | Description |
*Today | Today's date in a standard format: 01 January 2011 Click here to format in a different format |
*Ampm | Insert "Good morning" or "Good afternoon" depending on the timezone of the account |
*User | The Username which is used to log in |
*Username | The full name of the User signed on |
*UserInitial | The initials of the User signed on |
*Usertitle | The job title of the User signed on |
[merge:USER-PHONE] | The Phone number of the User signed on |
[merge:USER-EMAILADD] | The Email of the User signed on |
*Areanum | The current Area number |
*Areaname | The name of the current Area |
[other:AREADESCRIPTION] | The Description of the current Area |
Special Merge Options
Fieldname | Description |
[merge:table-fieldname] | Merge any field, eg [merge:TELRCM-CUSTOMERSTATUS] [merge:RCMANL-ANAL01] [merge:CONT-FIRSTNAME] [merge:ACCSTO-REFERENCE] NOTE for Product fields merge: if merging with ACCSTO fields, the system will merge with the most recent entry. To show a list of items use a Formatted Report.
Click here for database fields information |
[merge:TELRCM-COUNTRY|UK] | Use the | character to set a default value if the field is blank |
[other:salesarea] | Merges sales area field on Salesperson setup |
Standard NextDate/callback date: [date:TELRCM-NEXTDATE|d/m/Y] eg 31/12/2011
[date:TELRCM-NEXTDATE|l jS F Y] at [date:TELRCM-NEXTDATE|h:i a] eg Friday 31st December 2011 at 10:30 am
Additional fields as date/time: [date:RCMANL-ANAL01|l jS F Y] eg Friday 31st December 2011
[date:RCMANL-ANAL01|d/m/Y] eg 31/12/2011
[date:RCMANL-ANAL01|h:i a] eg 10:30 am
[date:RCMANL-ANAL01|l jS F Y] at [date:RCMANL-ANAL01|h:i a] eg Friday 31st December 2011 at 10:30 am
| Format a date field
The format of the command is: [date:{field-id}|{format}]
The separator between {field-id} and {format} is the pipe character: |
{field-id}
The normal field for appointment dates is the callback/next date field: TELRCM-NEXTDATE
If an Account Additional Field is being used, use: RCMANL-ANALxx
Where xx is the Additional Field number (between 01 and 100). The number can be found by going to the menu option Setup > Field Headings > Account Additional Fields.
{format}
Common formatting codes are:
For a full list of date formatting options, see: |
[url:https://fivecrm.com] | Merge the contents of an external web page |
[distance:tablename-fieldname|tablename-fieldname] | Calculate the distance between two postcodes in miles. The two field names are separated by a pipe character. For example: [distance:TELRCM-POSTCODE|RCMANL-ANAL01] One of the fields can be a fixed postcode, for example: [distance:TELRCM-POSTCODE|SN13 0RP] |
[date:NOW|d/m/Y] | Format today's date.
Character Description Example Day %d Day of month, 2 digits with leading zeros 01 to 31 %a A textual representation of a day, three letters Mon through Sun %e Day of the month without leading zeros 1 to 31 %W A full textual representation of the day of the week Monday through Sunday %D Day stamp with the English ordinal suffix for the day of the month, 2 characters 1st, 2nd, 3rd or 14th. Month %M A full textual representation of a month January through December %m Numeric representation of a month, with leading zeros 01 through 12 %b A short textual representation of a month, three letters Jan through Dec %c Numeric representation of a month, without leading zeros 1 through 12 Year %Y A full numeric representation of a year, 4 digits Examples: 1999 or 2003 %y A two digit representation of a year Examples: 99 or 03 Time %r Full time stamp with AM/PM 02:45:00PM %p AM/PM for 12hour time stamp AM or PM %h 12-hour format of hour with leading zeros 01 through 12 %H 24-hour format of hour with leading zeros 00 through 23 %i Minutes with leading zeros 00 through 59 |
Should you need any help with merges please get in touch with Customer Success Support.