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Appendix: Merge Codes (Static)
N.B. The below merge codes are static - fields added to company/contact/task etc. can be merged. These fields cannot be amended in the within the CRM 'Settings'/'Manage CRM'/'Terminology' page.| Section | Merge Code | Description |
|---|---|---|
| User Account | [AccountDepartment] | User Account department |
| User Acount | [AccountEmailFile] | User Account email |
| User Account | [AccountMobile] | User Account mobile |
| User Account | [AccountSig] | User Account Signature |
| CRM | [CRMAddress1] | CRM address field 1 |
| CRM | [CRMAddress2] | CRM address field 2 |
| CRM | [CRMCity] | CRM address field city |
| CRM | [CRMCountry] | CRM address field country |
| CRM | [CRMCounty] | CRM address field county |
| CRM | [CRMName] | CRM address field name |
| CRM | [CRMPostcode] | CRM address field postcode |
| Company | [CUID] | Company unique ID |
| Task | [involved] | Task involved |
| Event | [registerurl] | Event registration |
| Event | [registrationvenues] | Event registration venues |
| Event | [SeminarDay] | Event session day |
| Event | [seminarname] | Event name |
| Event | [SeminarTime] | Event session time |
| Event | [SeminarVenue] | Event session venue |
| Task | [Start] | Task start |
| Task | [taskanswer] | Task .... |
| Task | [TaskEndTime] | Task end time |
| Task | [taskinvolvedlist] | Task involved list |
| Task | [TaskTime] | Task start time |
| Company | [UID] | Unique ID |
| User Account | [UserDepartment] | User department |
| Event Venue | [VenueAddress1] | Event venue address field 1 |
| Event Venue | [VenueAddress2] | Event venue address field 2 |
| Event Venue | [VenueCity] | Event venue address field city |
| Event Venue | [VenueCounty] | Event venue address field county |
| Event Venue | [VenueName] | Event venue address field name |
| Event Venue | [VenuePostcode] | Event venue address field postcode |
| Event Venue | [VenueTown] | Event venue address field town |