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Merge Fields
Stephan Botha avatar
Written by Stephan Botha
Updated over 2 years ago

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

*Email

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:

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.

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