Learn about the supported merge fields
When setting up a document style or document template you can use the following merge fields.
|
Merge field |
Contacts field |
Tab |
|---|---|---|
|
clientcode |
Code |
Details |
|
taxnumber |
BN or SIN |
Details |
|
title |
Title (example: Mr, Mrs, Ms) |
Details |
|
firstname |
First Names [Individual, Sole Proprietor] |
Details |
|
lastname |
Last Names [Individual, Sole Proprietor] |
Details |
|
fullname |
Name (Other), (Trust - Inter-Vivos), (Trust & Estate - Testamentary), (Non-profit Organization), (Corporation), (Partnership) |
Details |
|
salutation |
Salutation |
Details |
|
birth_date |
Date of birth [Individual, Sole Proprietor] |
Profile |
|
mailingname |
Mailing Name |
Details |
|
addressee |
Addressee (Mailing Address) |
Details |
|
fullpostaladdress |
Address, City/Town, Province, Postal code, [Country]* |
Details |
|
fullphysicaladdress |
Address, City/Town, Province, Postal code, [Country]* |
Additional Addresses |
|
homephone |
Home Phone |
Details |
|
phone_work |
Work Phone |
Details |
|
mobile |
Mobile |
Details |
|
fax |
Fax |
Details |
|
|
|
Details |
|
website |
Web site |
Details |
|
partnername |
Partner |
Details |
|
managername |
Manager |
Details |
|
annual_accounts_month |
Annual Accounts Month |
Profile |
|
annual_return |
Company Annual Return Due |
Profile |
* Country is only included if it is different than the country that your firm is located in.