Merge fields let you personalise documents and emails by automatically pulling in information specific to each contact or record. A single template can be reused across multiple contacts, saving time and ensuring consistency. You can browse the full list of merge fields below, use the Field Selector to search within email templates, or install the Word add-in for use with Word documents.

{Name}

{PhoneNumber}

{AlternateReference}

{Employees}

{ExcludeRFMFlag}

{Fax}

{FirstActiveEngagement}

{FiscalYear}

{LastActiveEngagement}

{LastVerified}

{Locale}

{Relationship}

{SalesLedgerId}

{SearchTerms}

{Source}

{LongDescription}

{Website}

{AccountManagerUser.EmailAddress}

{AccountManagerUser.JobTitle}

{AccountManagerUser.UserName}

{AccountManagerUser.PhoneNumber}

{Address.AddressLine1}

{Address.AddressLine2}

{Address.AddressLine3}

{Address.AddressLine4}

{Address.AddressLine5}

{Address.Country}

{Address.Postcode}

{Company.Name}

{Company.AlternateReference}

{Company.SearchTerms}

{Company.Source}

{StandardIndustry.Description}

{Description}

{DocumentRef}

{SerialNumber}

{Commissioned}

{ContractReference}

{Decommissioned}

{Location}

{ManufacturerReference}

{ManufacturerWarranty}

{VersionNumber}

{Division.Name}

{Division.PhoneNumber}

{Division.AlternateReference}

{Division.Employees}

{Division.ExcludeRFMFlag}

{Division.Fax}

{Division.FirstActiveEngagement}

{Division.FiscalYear}

{Division.LastActiveEngagement}

{Division.LastVerified}

{Division.Relationship}

{Division.SalesLedgerId}

{Division.SearchTerms}

{Division.Source}

{Division.Website}

{Division.SalesLedger.PaymentTerm.Description}

{Status.Description}

{Type.Description}

{AlternateReference}

{CustomerReference}

{Description}

{ExpectedEndDate}

{StartDate}

{ActualEndDate}

{Details}

{Status.Description}

{Email}

{JobTitle}

{PhoneNumber}

{AlternateReference}

{Department}

{Fax}

{FaxFlag}

{Forename}- First Name

{Surname}- Last Name

{MobilePhoneNumber}

{OptIn}

{MailFlag}

{PreferredName}

{Salutation}

{SearchTerms}

{Source}

{Title}

{Role.Description}

{Description}
{EstimatedClose}

{AlternateReference}

{SearchTerms}

{Value}

{Margin.Description}

{Margin.AverageValue}

{SalesPerson.EmailAddress}

{SalesPerson.UserName}

{SalesPerson.PhoneNumber}

{Size.Description}

{Size.AverageValue}

{Source.Description}

{Type.Description}

{Contact.Email}

{Contact.JobTitle}

{Contact.PhoneNumber}

{Contact.AlternateReference}

{Contact.Department}

{Contact.Fax}

{Contact.Forename}

{Contact.Surname}

{Contact.MobilePhoneNumber}

{Contact.PreferredName}

{Contact.Salutation}

{Contact.Source}

{Contact.Title}

{Description}

{Priority}

{CloseDate}

{CustomerReference}

{SearchTerms}

{SerialNumber}

{SituationSummary}

{SupplierReference}

{Contact.Email}

{Contact.JobTitle}

{Contact.PhoneNumber}

{Contact.AlternateReference}

{Contact.Department}

{Contact.Fax}

{Contact.Forename}

{Contact.Surname}

{Contact.MobilePhoneNumber}

{Contact.PreferredName}

{Contact.Salutation}

{Contact.Source}

{Contact.Title}

{Type1.Description}

{DecimalHomeCostValue}

{DecimalHomeTaxValue}

{DecimalHomeNetValue}

{DecimalHomeGrossValue}

{CustomerOrderReference}

{Description}

{MarginPercentage}

{MarkupPercentage}

{OrderNumber}

{DecimalForeignTaxValue}

{DecimalForeignNetValue}

{DecimalForeignGrossValue}

{AccountsId}

{AlternateReference}

{AuthorisationComment}

{AuthorisationDate}

{AuthorisationStatusFlag}

{AuthorisedBy}

{AuthorisedByContactId}

{AuthorisedOn}

{AuthorisorIP}

{AuthorisorLocation}

{BatchReference}

{CardTransactionDate}

{CardTransactionInfo}

{CardTransactionReference}

{CardValue}

{CompoundOverallDiscount}

{CustomerCostCentre}

{DefaultDiscount}

{AddressBlock}

{DeliveryAddressLine1}

{DeliveryAddressLine2}

{DeliveryAddressLine3}

{DeliveryAddressLine4}

{DeliveryAddressLine5}

{DeliveryChargeBaseValue}

{DeliveryChargeDescription}

{DeliveryChargeTaxCode}

{DeliveryChargeTaxRate}

{DeliveryChargeTaxValue}

{DeliveryChargeValid}

{DeliveryCountry}

{DeliveryCutoff}

{DeliveryEstimatedDate}

{DeliveryMethodCode}

{DeliveryName}

{DeliveryNotes1}

{DeliveryNotes2}

{DeliveryPhone}

{DeliveryPostcode}

{DocumentReference}

{DomainCode}

{ExpectedPaymentMethod}

{IpAddress}

{IsoPaymentCurrency}

{DecimalMargin}

{DecimalMarkup}

{Memo}

{OnHold}

{OrderedBy}

{SourceOther}

{OverrideAutoAllocation}

{PaymentType}

{EndDate}

{QuoteDate}

{ReceiptTransactionReference}

{ReserveStock}

{SearchTerms}

{SelectedAuthoriserContactId}

{TaxCode}

{Urgent}

{VatRegistrationCode}

{VersionNumber}

{WebsiteDomain}

{Quote:Table.B2C_EX}- Standard B2C Word/PDF Quote Table

{Quote:Table.B2B_EX}- Standard B2B Word/PDF Quote Table

{Quote:Table.TOT_EX}- Standard Totals Word/PDF Quote Table

{Lines}- Email Quote Table

{Authorisation.Buttons} - Quote-to-Order Workflow Buttons (Preview)

{DateTime.Now:d} – Short Date

{DateTime.Now:f} – Long Date

{User.UserName}

{User.JobTitle}

{User.EmailAddress}

{User.PhoneNumber}

{User.GroupCode}

{User.UserCode}

{Branding.Logo}

Custom Fields do have merge fields but as the merge field for the custom field will be the database name, you should consult the Word Add-In to get the correct merge field for the field you wish. The Word Add-In will display these with the label you have assigned to the custom fields.

You can identify the correct standard field names (e.g., StandardTextField1, StandardDecimalFieldN) for your custom fields by navigating to Settings > Custom Fields. This mapping will help ensure accurate data population in your templates.