Merge Fields - Client and Contact
Field List
| Merge Field Name | Window | Tab | Section > Field |
| FileName | Client/Contact | Document Centre | Properties > Standard > File Name |
| ContactId | Find Contacts | (Results Grid) | ID |
| ContactType | Client/Contact | (Amend Client/Contact Name) | Contact Type |
| Pref | Client/Contact | (Amend Client/Contact Name) | Title |
| Fname | Client/Contact | (Amend Client/Contact Name) | First |
| Mname | Client/Contact | (Amend Client/Contact Name) | Middle |
| Lname | Client/Contact | (Amend Client/Contact Name) | Last |
| Tel | Client/Contact | Main | Primary Address, Phone and Aliases > Telephone - Work |
| Fax | Client/Contact | Main | Primary Address, Phone and Aliases > Fax - work |
| Mobile | Client/Contact | Main | Primary Address, Phone and Aliases > Mobile - Personal |
| AddresseeLine1 | Create Document | Letter Details | Preview/edit letter information > FAO Mailing Name |
| AddresseeLine2 | Create Document | Letter Details | Preview/edit letter information > Mailing Name |
| Address1 | Client/Contact | Main | Primary Address, Phone and Aliases > Address (line1) |
| Address2 | Client/Contact | Main | Primary Address, Phone and Aliases > Address (line 2) |
| Address3 | Client/Contact | Main | Primary Address, Phone and Aliases > Address (line 3) |
| Town | Client/Contact | Main | Primary Address, Phone and Aliases > Town |
| County | Client/Contact | Main | Primary Address, Phone and Aliases > County |
| PostCode | Client/Contact | Main | Primary Address, Phone and Aliases > Post Code |
| Country | Client/Contact | Main | Primary Address, Phone and Aliases > Country |
| | Client/Contact | Main | Primary Address, Phone and Aliases > Email - Personal |
| Salutation | Client/Contact | Main | Primary Address, Phone and Aliases > Salutation |
| Sex | Client/Contact | (Amend Client/Contact Name) | Gender |
| DateOfBirth | Client/Contact | Main | Notes > D.O.B |
| BirthPlace | Client/Contact | Main | Notes > Birth Place |
| ClientCode | Client/Contact | (Amend Client/Contact Name) | Code |
| DepartmentName | Client/Contact | Responsibility | Dept |
| DepartmentCode | Client/Contact | Responsibility | (based on) Dept |
| OfficeName | Client/Contact | Responsibility | Office |
| OfficeCode | Client/Contact | Responsibility | (based on) Office |
| DateOfDeath | Client/Contact | Main | Notes > D.O.D |
| AssignmentName | Client/Contact | Assignments | Name |
| AssignmentCode | Client/Contact | Assignments | Code |
| AssignmentDescription | This field is for templates that are used for CCH Central Mail Merge | ||
| PartnerPref | Client/Contact | Responsibility | (based on) Partner Responsibility > Partner |
| PartnerFName | Client/Contact | Responsibility | (based on) Partner Responsibility > Partner |
| PartnerSName | Client/Contact | Responsibility | (based on) Partner Responsibility > Partner |
| PartnerFullName | Client/Contact | Responsibility | (based on) Partner Responsibility > Partner |
| PartnerMailingName | Client/Contact | Responsibility | (based on) Partner Responsibility > Partner |
| PartnerUsername | Client/Contact | Responsibility | (based on) Partner Responsibility > Partner |
| PartnerEmail | Client/Contact | Responsibility | (based on) Partner Responsibility > Partner |
| PartnerEmployeeCode | Client/Contact | Responsibility | (based on) Partner Responsibility > Partner |
| PartnerCDSCode | Client/Contact | Responsibility | (based on) Partner Responsibility > Partner |
| CreatedBy | Employee | (Amend Employee Name) | First + Last |
| DateCreated | Generated on creation | ||
| MailingName | Client/Contact | (Amend Client/Contact Name) | Mailing Name |
| AddresseeMailingName | Client/Contact | (Amend Client/Contact Name) | Mailing Name |
| AddresseeContactId | Find Contacts | (Results Grid) | ID |
| AssociatedAddress | Client/Contact (for the related contact) | Main | Primary Address, Phone and Aliases > (All address fields) |
| NINumber | Client/Contact | Main | Notes > NI Number |
| CompanyRegistrationNumber | Client/Contact | Main | Notes > Reg No |
| CompanyTaxReference | Client/Contact | Main | Notes > Tax Ref |
| UTR | Client/Contact | Main | Notes > UTR |
| PPSN | Client/Contact | Main | Notes > PPSN (only available on PCs where Format (in Region and Language) is set to English (Ireland)) |
| OurRef | Client/Contact | (Amend Client/Contact Name) | Our Ref |
| DefaultAddressee | This field is for templates that are used for CCH Central Mail Merge | ||
| DefaultAddress1 | This field is for templates that are used for CCH Central Mail Merge | ||
| DefaultAddress2 | This field is for templates that are used for CCH Central Mail Merge | ||
| DefaultAddress3 | This field is for templates that are used for CCH Central Mail Merge | ||
| DefaultTown | This field is for templates that are used for CCH Central Mail Merge | ||
| DefaultCounty | This field is for templates that are used for CCH Central Mail Merge | ||
| DefaultPostCode | This field is for templates that are used for CCH Central Mail Merge | ||
| DefaultCountry | This field is for templates that are used for CCH Central Mail Merge | ||
| DefaultSalutation | This field is for templates that are used for CCH Central Mail Merge | ||
| YearEnd | Client/Contact | Main | Notes > Year End |
| OfficeAddress1 | Client/Contact | Responsibility | (based on) Office |
| OfficeAddress2 | Client/Contact | Responsibility | (based on) Office |
| OfficeAddress3 | Client/Contact | Responsibility | (based on) Office |
| OfficeTown | Client/Contact | Responsibility | (based on) Office |
| OfficeCounty | Client/Contact | Responsibility | (based on) Office |
| OfficePostCode | Client/Contact | Responsibility | (based on) Office |
| OfficeTel | Client/Contact | Responsibility | (based on) Office |
| OfficeFax | Client/Contact | Responsibility | (based on) Office |
| OfficeWeb | Client/Contact | Responsibility | (based on) Office |
| DocumentId | Generated on creation | ||
| CreatedbyEmployeeCode | Employee | (Amend Employee Name) | Code |
| Relationship | This field is for templates that are used for CCH Central Mail Merge | ||
| BankAccountName | Client/Contact | Defaults | Primary Bank Details > Account Name |
| BankAccountNum | Client/Contact | Defaults | Primary Bank Details > Account Number |
| BankSortCode | Client/Contact | Defaults | Primary Bank Details > Bank Ref |
| The From fields all pertain to the employee that you select in the From field in the Addressing information section of the Letter details tab on the Create Document window. | |||
| FromName | Employee | (Amend Employee Name) | Pref + First + Last |
| FromPref | Employee | (Amend Employee Name) | Pref |
| FromFName | Employee | (Amend Employee Name) | First |
| FromSName | Employee | (Amend Employee Name) | Last |
| FromFullName | Employee | (Amend Employee Name) | Pref + First + Last |
| FromMailingName | Employee | (Amend Employee Name) | Mailing Name |
| FromUsername | Employee | (Amend Employee Name) | U/Name |
| FromEmail | Employee | (Amend Employee Name) | |
| FromEmployeeCode | Employee | (Amend Employee Name) | Code |
| FromEmployeeTel | Employee | Personal | Phone > Phone |
| The Signatory fields all pertain to the employee that you select in the Signatory field in the Preview/edit letter information section of the Letter details tab on the Create Document window. | |||
| SignatoryPref | Employee | (Amend Employee Name) | Pref |
| SignatoryFName | Employee | (Amend Employee Name) | First |
| SignatorySName | Employee | (Amend Employee Name) | Last |
| SignatoryFullName | Employee | (Amend Employee Name) | First + Last |
| SignatoryMailingName | Employee | (Amend Employee Name) | Mailing Name |
| SignatoryUsername | Employee | Main | U/Name |
| SignatoryEmail | Employee | Personal | Phone > E-Mail |
| SignatoryEmployeeCode | Employee | (Amend Employee Name) | Code |
| SignatoryEmployeeTel | Employee | Personal | Phone > Phone |
| SignatoryRole | Employee | Main | Stationed > Role |
| SignatorySignature | Employee | Personal | Phone > Signature |
| Heading1 | Create Document | Letter Details | Preview/edit letter information > Heading 1 |
| Heading2 | Create Document | Letter Details | Preview/edit letter information > Heading 2 |
| DocumentDate | Create Document | Letter Details | Preview/edit letter information > Document Date |