Mail Merge Fields: Word and Excel
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Mail Merge Fields: Word and Excel |
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When you need to merge into a single document or spreadsheet, you do so by choosing a template containig one or more merge codes of the ChannelCRM system. Generally, the merge codes are of the form <<TabelName.AttributeName>>. TableName is the name of the database table containing the data you need to merge. AttributeName is the actual field in the database table where the data you need is stored.
Examples:
Below you will find the most commonly used merge codes. You may use the directly by copy pasting into your template documents.
A complete list of mail merge codes is given below:
<<Activity.ActivityId>> <<Activity.AllDay>> <<Activity.BusyStatus>> <<Activity.CampaignId>> <<Activity.ChangedBy>> <<Activity.ChangedOn>> <<Activity.CompanyId>> <<Activity.ContactId>> <<Activity.CreatedBy>> <<Activity.CreatedOn>> <<Activity.Done>> <<Activity.FinishTime>> <<Activity.HR_ProcessId>> <<Activity.IsTimeTracked>> <<Activity.KindId>> <<Activity.Location>> <<Activity.NextActivityId>> <<Activity.Owner>> <<Activity.PositionId>> <<Activity.Priority>> <<Activity.ProjectId>> <<Activity.RecurrenceInfo>> <<Activity.RecurrenceType>> <<Activity.StartTime>> <<Activity.Subject>> <<Activity.T_ID>> <<Activity.Text>> <<Activity.TypeId>> <<Activity.WizGen>> <<Company.Address1>> <<Company.Address2>> <<Company.AuditDate>> <<Company.AuditUserId>> <<Company.BankAccount>> <<Company.ChangedBy>> <<Company.ChangedOn>> <<Company.City>> <<Company.CompanyForm>> <<Company.CompanyId>> <<Company.CompanyType>> <<Company.Country>> <<Company.CreatedBy>> <<Company.CreatedOn>> <<Company.CustomerKey>> <<Company.CVR>> <<Company.DefaultCurrency>> <<Company.DefaultDiscount>> <<Company.DeliveryTermId>> <<Company.Department>> <<Company.Fax>> <<Company.ImportKey>> <<Company.Mail>> <<Company.Name>> <<Company.NumEmployees>> <<Company.Owner>> <<Company.P_NO>> <<Company.Parent_CompanyId>> <<Company.PaymentTermId>> <<Company.Phone>> <<Company.PhoneCode>> <<Company.PotentialId>> <<Company.PrimRelationId>> <<Company.Priority>> <<Company.State>> <<Company.T_ID>> <<Company.TDC_ID>> <<Company.TDC_Renewal>> <<Company.Text>> <<Company.TopOrg>> <<Company.TurnOver>> <<Company.VisitAddress>> <<Company.Web>> <<Company.Zip>> <<Contact.Address1>> <<Contact.Address2>> <<Contact.AuditDate>> <<Contact.AuditUserId>> <<Contact.ChangedBy>> <<Contact.ChangedOn>> <<Contact.City>> <<Contact.ContactId>> <<Contact.Country>> <<Contact.CreatedBy>> <<Contact.CreatedOn>> <<Contact.DateOfBirth>> <<Contact.FirstNames>> <<Contact.Gender>> <<Contact.GermanSalutation>> <<Contact.ImportKey>> <<Contact.LastNames>> <<Contact.Mail>> <<Contact.NoMail>> <<Contact.Owner>> <<Contact.PhoneCode>> <<Contact.PhoneHome>> <<Contact.PhoneMobile>> <<Contact.Photo>> <<Contact.Salutation>> <<Contact.SSN>> <<Contact.State>> <<Contact.T_ID>> <<Contact.Text>> <<Contact.TypeId>> <<Contact.Zip>> <<Contract.ContractId>> <<Contract.Name>> <<Contract.CompanyId>> <<Contract.Owner>> <<Contract.StartTime>> <<Contract.FinishTime>> <<Contract.RenewalDate>> <<Contract.SignerCustomer>> <<Contract.SignerSelf>> <<Contract.CreatedOn>> <<Contract.ChangedOn>> <<Contract.CreatedBy>> <<Contract.ChangedBy>> <<Contract.Text>> <<Contract.ContractKey>> <<Contract.Terminated>> <<Contract.T_ID>> <<Contract.ProjectId>> <<Contract.ConsultantId>> <<Contract.Finance1>> <<Contract.Finance2>> <<Contract.Finance3>> <<Contract.Finance4>> <<Contract.Finance5>> <<HR_Position.ChangedBy>> <<HR_Position.ChangedOn>> <<HR_Position.Closed>> <<HR_Position.CompanyId>> <<HR_Position.CreatedBy>> <<HR_Position.CreatedOn>> <<HR_Position.Name>> <<HR_Position.Owner>> <<HR_Position.PositionCountCompleted>> <<HR_Position.PositionCountTotal>> <<HR_Position.PositionId>> <<HR_Position.PositionKey>> <<HR_Position.ReferenceNo>> <<HR_Position.T_ID>> <<HR_Position.T1>> <<HR_Position.T1Date>> <<HR_Position.T1UserId>> <<HR_Position.T2>> <<HR_Position.T2Date>> <<HR_Position.T2UserId>> <<HR_Position.T3>> <<HR_Position.T3Date>> <<HR_Position.T3UserId>> <<HR_Position.T4>> <<HR_Position.T4Date>> <<HR_Position.T4UserId>> <<HR_Position.T5>> <<HR_Position.T5Date>> <<HR_Position.T5UserId>> <<HR_Position.TargetDate>> <<HR_Position.Text>> <<HR_Position.WLink>> <<Matrikel.Address>> <<Matrikel.Betegnelse>> <<Matrikel.City>> <<Matrikel.Ejerlav>> <<Matrikel.IndleveringsNr>> <<Matrikel.IsPrimary>> <<Matrikel.KommuneKode>> <<Matrikel.KommuneNavn>> <<Matrikel.Latitude>> <<Matrikel.Longitude>> <<Matrikel.Matrikel>> <<Matrikel.OwnerAddress>> <<Matrikel.OwnerCity>> <<Matrikel.OwnerCountry>> <<Matrikel.OwnerEmail>> <<Matrikel.OwnerName>> <<Matrikel.OwnerPhone>> <<Matrikel.OwnerState>> <<Matrikel.OwnerZip>> <<Matrikel.ProjectId>> <<Matrikel.RegionsKode>> <<Matrikel.RegionsNavn>> <<Matrikel.Retskreds>> <<Matrikel.Zip>> <<Occupation.CompanyId>> <<Occupation.ContactId>> <<Occupation.Department>> <<Occupation.FaxDirect>> <<Occupation.FinishTime>> <<Occupation.FunctionId>> <<Occupation.FunctionInternal>> <<Occupation.IsPrimary>> <<Occupation.Mail>> <<Occupation.ManagerId>> <<Occupation.PhoneDirect>> <<Occupation.PhoneExtension>> <<Occupation.StartTime>> <<Occupation.Title>> <<Order.CampaignId>> <<Order.ChangedBy>> <<Order.ChangedOn>> <<Order.Comments>> <<Order.CommentsInternal>> <<Order.CompanyId>> <<Order.ContactId>> <<Order.CreatedBy>> <<Order.CreatedOn>> <<Order.DateForecasted>> <<Order.DateInvoiced>> <<Order.DateOffered>> <<Order.DateOrdered>> <<Order.DatePaid>> <<Order.DateSuggestedLaunch>> <<Order.DateValidTo>> <<Order.DeliveryTermId>> <<Order.DeliveryTermOverride>> <<Order.Heading>> <<Order.InvoiceId>> <<Order.OrderId>> <<Order.OrderStatusId>> <<Order.Owner>> <<Order.PaymentTermId>> <<Order.PaymentTermOverride>> <<Order.PeriodId>> <<Order.ProjectId>> <<Order.StatusString>> <<Order.T_ID>> <<Order.TemplateFile>> <<OrderDetail.Account>> <<OrderDetail.Comment>> <<OrderDetail.Completed>> <<OrderDetail.Description>> <<OrderDetail.Dimension1>> <<OrderDetail.Dimension2>> <<OrderDetail.Dimension3>> <<OrderDetail.Discount>> <<OrderDetail.DiscUnitValue>> <<OrderDetail.ListValue>> <<OrderDetail.Owner>> <<OrderDetail.ProductGroup>> <<OrderDetail.ProductName>> <<OrderDetail.Quantity>> <<OrderDetail.ReferenceId>> <<OrderDetail.ShortComment>> <<OrderDetail.Status>> <<OrderDetail.Value>> <<OrderDetail.Value1>> <<OrderDetail.Value2>> <<OrderDetail.Value3>> <<OrderDetail.Value4>> <<Project.Budget>> <<Project.CampaignId>> <<Project.ChangedBy>> <<Project.ChangedOn>> <<Project.Closed>> <<Project.CompanyId>> <<Project.Confidential>> <<Project.ContractDate>> <<Project.CreatedBy>> <<Project.CreatedOn>> <<Project.Forecast>> <<Project.LeadRating>> <<Project.LocationCode>> <<Project.Name>> <<Project.Owner>> <<Project.PeriodId>> <<Project.PriorityId>> <<Project.ProjectId>> <<Project.ProjectKey>> <<Project.ProjectTypeId>> <<Project.Realized>> <<Project.T_ID>> <<Project.T1>> <<Project.T1Date>> <<Project.T1UserId>> <<Project.T2>> <<Project.T2Date>> <<Project.T2UserId>> <<Project.T3>> <<Project.T3Date>> <<Project.T3UserId>> <<Project.T4>> <<Project.T4Date>> <<Project.T4UserId>> <<Project.T5>> <<Project.T5Date>> <<Project.T5UserId>> <<Project.Text>> <<Project.Weight>> <<Project.WonLost>> <<Project.WonLostReason>> <<ProjectLocations.AddressId>> <<ProjectLocations.FirstNames>> <<ProjectLocations.LastNames>> <<ProjectLocations.CompanyName>> <<ProjectLocations.Address1>> <<ProjectLocations.Address2>> <<ProjectLocations.Zip>> <<ProjectLocations.City>> <<ProjectLocations.State>> <<ProjectLocations.Country>> <<ProjectLocations.Floor>> <<User.Address1>> <<User.Address2>> <<User.City>> <<User.Country>> <<User.EMail>> <<User.FaxDirect>> <<User.FirstNames>> <<User.HasBudget>> <<User.IsActive>> <<User.IsVisible>> <<User.LastNames>> <<User.ManagerId>> <<User.PhoneCode>> <<User.PhoneDirect>> <<User.PhoneHome>> <<User.PhoneMobile>> <<User.RolePart>> <<User.SecLevel>> <<User.State>> <<User.UserId>> <<User.WebAccess>> <<User.WebLevel>> <<User.WebRole>> <<User.Zip>>
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