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.