Appendix: Merge Codes (Dynamic)

N.B. The below merge codes are dynamic - terminology can be amended within the CRM 'Settings'/'Manage CRM'/'Terminology' page by an Admin level user. Where terminology is adjusted, the merge code will reflect that amendment. 

The merge codes selectable via the 'View mailmerge codes' window when merging a document/e-mail will depend on the 'tab' you generated the merge from via the 'Search' page. For example, if you 'Search' on the 'Sale' tab, 'Sale' merge codes will be viewable but 'Seminar' merge codes for example will not be viewable and so on.
 

Section	Merge Code	Description
Address	[Address1]	Contact address field 1
Address	[Address2]	Contact address field 2
Address	[City]	Contact address City field
Address	[County]	Contact address County field
Address	[Postcode]	Contact address Postcode field
Company Custom Value	[------]	Company Custom Values - where any custom values have been used, the merge code will equate to the name of the custom value used
Company	[Company]	Company Company field (Business name)
Company	[Company Created]	Company created date
Company	[Company Modified]	Company last modified date
Company	[Industry]	Company Industry field
Company	[Category]	Company Category field
Company	[Type]	Company Type field
Company	[Website]	Company Website field
Company	[Budget]	Company Budget field
Contact Custom Value	[------]	Contact Custom Values - where any custom values have been used, the merge code will equate to the name of the custom value used
Contact	[Managed By]	Contact assigned executive
Contact	[Archive]	Contact archive status (returns 0 or 1 where 1 is archived)
Contact	[Contact Created]	Contact created date & time stamp
Contact	[Contact Modified]	Contact last modified date & time stamp
Contact	[Created By]	Contact created by
Contact	[Salutation]	Contact Salutation field
Contact	[Title]	Contact Title field
Contact	[Firstname]	Contact Firstname field
Contact	[Lastname]	Contact Lastname field
Contact	[Sync]	Contact Sync checkbox (returns 0 or 1 where 1 is synced)
Contact	[No Marketing]	Contact No marketing field (returns 0 or 1 where 1 indicates no marketing)
Comms	[Email]	Contact Email field
Comms	[Telephone]	Contact Telephone field
Comms	[Fax]	Contact Fax field
Comms	[Direct]	Contact Direct field
Comms	[Mobile]	Contact Mobile field
Event	[Assigned To]	Event contact assigned to
Event	[Accepted]	Event Accepted status
Event	[Attended]	Event Attended status (only relevant for delivery week/s)
Event	[Authority]	Event M.A.N. Authority field
Event	[Confirmed]	Event attendance confirmation status
Event	[Created By]	Contact created by
Event	[Invited]	Event invited status
Event	[Invited On]	Event date/time stamp for event invitation
Event	[Appointed On]	Event date/time stamp for event venue/session allocation
Event	[Approved]	Event invitation approved status (returns true or false)
Event	[Approved By]	Event invitation approved by
Event	[Approved On]	Event date/time stamp for event invitation approval
Event	[Managed By]	Event company/contact managed by field
Event	[Archive]	Contact archive status (returns 0 or 1 where 1 is archived)
Event	[Modified By]	Event modified by
Event	[Modified On]	Event modified on date/time stamp
Event	[Money]	Event M.A.N. Money field
Event	[Need]	Event M.A.N. Need field
Event	[Reason]	Event invitation query reason
Event	[Venue]	Event venue name
Event	[Status]	Event invitation approved or queried status
Event	[Type]	Event event type field
Event	[Venue Address1]	Event venue address1 field
Event	[Venue Address2]	Event venue address2 field
Event	[Venue City]	Event venue City
Event	[Venue County]	Event venue County
Event	[Venue Postcode]	Event venue Postcode
Sale Custom Value	[------]	Sale Custom Values - where any custom values have been used, the merge code will equate to the name of the custom value used
Sale	[By]	Sale raised by
Sale	[Approved]	Sale approved status (returns 0 or 1)
Sale	[Archive]	Sale archive (returns 0 or 1)
Sale	[Type]	Sale type
Sale	[Department]	Sale department
Sale	[Sold Date]	Sale sold date
Sale	[Status]	Sale status
Sale	[Title]	Sale title
Sale	[Value (£)]	Sale value
Sale	[VAT]	Sale VAT
Task Custom Value	[------]	Task Custom Values - where any custom values have been used, the merge code will equate to the name of the custom value used
Task	[By]	Task raised by
Task	[Archive]	Task archived status (returns 0 or 1)
Task	[Complete]	Task complete (returns 0 or 1)
Task	[Created On]	Task date created
Task	[Start]	Task start date
Task	[End]	Task end date
Task	[Type]	Task type
Task	[Text]	Task free format note content
Task	[Title]	Task title