Mail Merge Fields

Mail Merge Fields

InfoThis article is part of the Mail Merge section.

Find all related articles here:
 
Alert
When editing a template during a mail merge, make sure you use fields from only one View/Table.

If you're sending the template as-is, you can use fields from multiple Views/Tables.

Here are the mail merge fields available for your templates:
  1. With the add-in, you can choose from ten Views.
  2. Without the add-in, you can choose from ten Tables.
Info
The list below includes fields from both the add-in and the Mailings tab.

Info
Fields in the add-in are sorted alphabetically.


Buyer/Seller View - uvw_MMBuyerSeller Table


gCID
Not Used
MergeDate
Date when document is merged
NextClient
Next client
PreviousClient
Previous client
sCAccountNo
Client account number
sClientName
Client name
sCNo
Client position/number in the property (1st client, 2nd client)

Client Details View - uvw_MMClientDetails Table


AdvanceChargeAmount
Not Used
AppOrPSumInsuredNot Used
ApportionMembersNot Used
ApportionmentRate
Not Used
ApportionmentSumInsured
Total sum insured for the apportionment in the development block insurance policy
ApportionNotes
Apportionment notes if "Show on Mail Merge" is ticked on the apportionment
AuthorityToActType
Type of authority to act on behalf of owner, if selected on the Master tab of the Development
BankAccountNo
Client bank account number
BankAccountSortCode
Client bank account sort code
BankCode
Bank code for the development bank
BlockAddress
Address of the block
BlockAppFee
The apportionment fee for a block
BrokerName
PL Account name if broker entered in development insurance policy
BrokerNumber
PL Account code if broker entered in development insurance policy
BuildingIPT
Insurance policy building IPT rate
BuildingRate
Building rate selected in development policy details tab
CIsIntroPackSent
Has introductory letter been sent
ClientAccountNumber
Client account number
ClientAddress
Client address
ClientAddress_All
Full client address formatted top to bottom
ClientBalance
Client balance
ClientBillingAddress
Client billing address
ClientBillingPostcode
Client billing postcode
ClientCreditStatus
Client credit status
ClientDescription
Not Used
ClientEmail
Client email address
ClientEmailDocuments
Client email address preference for documents
ClientEmailInvoices
Client email address preference for invoices
ClientEntryDate
Date client entered property
ClientExitDate
Date client exited property
ClientFloatPaid
Whether client has paid float
ClientForwardAddress
Client forwarding address
ClientForwardAddress_All
Full client forwarding address formatted top to bottom
ClientForwardPostcode
Client forwarding address postcode
ClientGarageSpaceNo
Number for client garage space
ClientInsuranceDateAdvisement
Date client advised of insurance claim
ClientLineAddress
Client address in single line
ClientName
Client name
ClientNo
Number of clients in the property
ClientNoteOfInterest
Note of Interest field on client record
ClientOwnerSellingGracePeriod
Not Used
ClientPaymentType
Client payment type on the Account tab of the Client Account
ClientPhone
Default client phone number
ClientPhoneDescription
Description of default client phone number
ClientPostcode
Client postcode
ClientURN
Client unique reference number
ColloquialName
Client colloquial name
CompanyNo
Company VAT no
DAddress
Development address
DAsbestos
Whether Asbestos Present is ticked on the development master tab
DAsbestosDesc
Asbestos description from the development master tab
Date_Next_Adjustment
Not Used
DateOfInstruction
Date of Instruction if entered on the development master tab
DAuthorityToAct
Authority to Act information if entered on development master tab
DDAccountName
DD Account Name from the Client Account Bank Information
DDAccountNumber
DD Account Number from the Client Account Bank Information
DDAmount
Current Direct Debit Amount from the Client Account
DDBankName
DD Bank Name from the Client Account Bank Information
DDBankRef
Bank Reference from the Client Account Bank Information
DDeeds
Whether Deeds Held is ticked on the Development Master tab
DDescription
The Development Description from the Development Master tab
DDFirstPayComplete
Not Used
DDFrequency
DD Frequency set on Client Account tab
DDIPhoneNumber
Direct Dial Phone Number of Currently Logged On User from their Amend User screen
DDMaskedAccountNumber
DD account number with digits masked with x’s
DDMaskedSortCode
DD sort code with digits masked with x’s
DDNextCollection
Next Collection Date set on Client Account
DDNextDate
Next DD Collection Date
DDOffPayAmount
DD One Off Payment Amount from the Client Account
DDOffPayComplete
Not Used
DDOffPayDate
Not Used
DDRunTimesLeft
Number of Run Times left for the DD to run from the Client Account
DDSortCode
DD Sort Code from the Client Account Bank Information
DDSwitchoverDate
Switchover Date set on Client Account
DevelopmentBalance
Current balance for the whole Development
DevelopmentBalanceLessFloatHeld
Current development balance minus the total floats held
DevelopmentChargeDateCodeDescription
Description for the Charge Date Code selected for the client’s development
DevelopmentFloatHeld
Total Float Held across all clients in the Development
DevelopmentInsuranceExcessMemo
Insurance excess note on Development insurance policy
DevelopmentInsuranceNotes
Insurance Notes entered on the individual insurance policy for the Developmen
DHandoverDate
Handover Date on the master tab of the development
DInspector
Development Inspector or Property Manager
DIReference
Reference recorded on the Developments Building Insurance record.
DIsFloatRecoverable
Is the client Float Recoverable? (Development level flag)
DName
Development name
DNumber
Development number
DPlans
Whether Plans Held is ticked on the Development Master tab
DPostcode
Development postcode
ElevatedDDPayment
Elevated DD Payment Amount
EstimatedSOMonthlyAmount
Estimated increased monthly Standing Order amount
FinalNoticeBalanceDue
Not Used
FinalNoticeCurrentBalance
Used for user created reminder documents – client current balance
FinalNoticeDAmount
Not Used
FinalNoticeFloatDue
Not Used
FinalNoticePreviousBalance
Used for user created reminder documents – client previous balance
FixedPremium104
Not Used
Green Fee
Green Fee set on the Client Account
gDID
Not Used
gPID
Not Used
IExcess
Insurance Policy Excess
INextRenewalDate
Insurance Policy Next Renewal Date
InspectorDDI
Direct Dial Phone Number of Inspector/Property Manager listed on the Client’s Development from the Inspector’s Amend User screen
InspectorEmail
Email Address of Inspector/Property Manager listed on the Client’s Development from the Inspector’s Amend User screen
InspectorFirstName
First Name of Inspector/Property Manager for Client’s Development
InspectorJobTitle
Job Title of Inspector/Property Manager listed on the Client’s Development from the Inspector’s Amend User screen

InspectorName
Name of Inspector/Property Manager listed on the Client’s Development from the Inspector’s Amend User screen
InspectorSignaturePath
This will Insert Image of Signature if file path is entered in the Inspector/Property Manager
listed on the Client’s Development Amend User screen
InstructingAuthority
Any text added to the Instructing Authority field on the Development Master tab
InsuranceExcessMemo
Insurance Policy Details of Insurance Excess Memo if set
InsuranceInterest
Insurance Interest Rate if listed on Insurance Policy
InsurancePolicyCommission
Insurance Commission Rate if listed on Insurance Policy
IPNumber
Insurance Policy Number
IPolicyCode
Insurance Policy Code
IPolicyCompany
Insurance Policy Company
IPolicyDescription
Insurance Policy Description
IRate
Insurance Policy Insurance Rate
ISumInsured
Insurance Policy Sum Insured
ITotalAppInsur
Total Apportion Insurance Amount
ITotalAppValuation
Insurance Policy Total Apportionment Valuation
JobTitle
Job Title of Currently Logged On User from their Amend User screen
LastInsuranceTransactionAmount
Not Used
ManagementFeeDiscountPercentage
Paperless Discount % if set on the Development Master tab
ManagementFeeAnnualDiscount
Amount of Management Fee Annual Discount calculated from Management Fee set on the Property and the Paperless Discount percentage
MergeDate
Date when document is merged
MergeDateFull
Full date with month in letters when document is merged
NeoPostAccountNo
Not Used
NextClient
The buyer in case of a property sale
NextRenewalDateFull
Full date of next insurance policy renewal date
NOPLCount
Number of properties (with current clients) in the development with an active NOPL
NOPLDevelopmentTotalDebt
Total debt summed from each current client on an active NOPL
NormalDDMonthlyPayment
Normal DD Monthly Payment Amount
Notes
Not Used
OfficeCode
Office Code if listed on Development Master tab
OfficeName
Office Name if listed on Development Master tab
PAddress
Property address
PlanetPressCode
If Client has default email address and has not opted out of paperless, this field will pull through "Emailed".
If these conditions are not met, it will pull through "Printed".
PlanetPressEmail
If Client has default email address and has not opted out of paperless, this field will pull through this default email address.
If these conditions are not met, nothing will be pulled through.
PLClaimsName
PL Account name for PL Account linked for claims on the Development Buildings Insurance policy
PLClaimsNumber
PL Account number for PL Account linked for claims on the Development Buildings Insurance policy
PManagementFee
Management Fee set on the Property
PNumber
Property Number
PolicyStartDate
Insurance Policy Start Date
POLPolicy
Name of Property Owner’s Liability Insurance Policy
POLPremium
Premium Amount for Property Owner’s Liability Insurance Policy
PostType
Not Used
PPostcode
Property postcode
PremiumDifference
Insurance Policy difference between current and previous premium
PreviousClient
The seller in case of a property sale
PreviousPremium
Previous Insurance Premium
PreviousSumInsured
Insurance Policy Previous Sum Insured
PropertyEAE
The EAE on the property
Property Float
Float Payable amount on the property
PropertyLineAddress
Property address in single line
ProRataBuildingRate
Pro-rated buildings premium for client
ProRataRate3
Not Used
ProRataRate4
Not Used
ProRataSubTotal
Pro-rated insurance total before IPT
ProRataTaxRate
IPT Tax pro-rated for client
ProRataTerrorismRate
Not Used
PSumInsured
Sum Insured amount on the Property in the Insurance Details tab
Rate3
Insurance Policy 3rd Rate if entered against policy
Rate4
Insurance Policy 4th Rate if entered against policy
Recommended_Installment_Amount
Not Used
SignatureFilePath
This will Insert Image of Signature if file path is entered in the current user’s User Information
SinkingFundSummary
Lists all of the Contingency Funds set up for that client, amount, share and frequency.
StandingOrderAccountName
Bank Account name set for client’s Standing Order
StandingOrderCollectionAmount
Client’s Standing Order Collection Amount
StandingOrderPreviousAmount
Previous amount being collected by standing order
SubTotalRate
Total Insurance Premium before IPT
SumInsuredDifference
Insurance Policy difference between current and previous sum insured
TaxRate
Insurance Tax Rate
TerrorismIPT
Insurance Policy Terrorism IPT Rate
TerrorismRate
Insurance Policy Terrorism Rate
TerrorismTotal
Total Terrorism Rate
TotalPremium
Total Insurance premium for client
TotalRate
Insurance Total Rate
TotalRateLessTerrorism
Total Insurance Rate less Terrorism Amount
UnitType
Client’s Unit Type set on Property
UserEmail
Email Address of Currently Logged On User from their Amend User screen
UserID
Not Used
UserName
Name of Currently Logged On User from their Amend User screen
ValuationAmount
Development Insurance Apportionment Valuation Amount
ValuationDate
Date entered for Apportionment Valuation
WebPassword
Not Used

Client Insurance View - uvw_MMClientInsurance Table



AlternativeAddress

Alternative address for client

AlternativePostCode

Alternative postcode for client

bHasEmail
Does client have email ticked for documents?

bIsEstimateRequestSentByEMail

Has estimate request within Insurance Claim been sent by email?
bIsEstimateRequestSentByPrint


Has estimate request within Insurance Claim been printed?

bIsInvoiceReceived
Has insurance claim invoice been received?

ClientAccountNumber

Client account number

ClientAddress

Client address

ClientName

Client name

ClientPostCode

Client postcode

ContactName
Contact name on Insurance Claim

ContactPhone
Contact phone number on Insurance Claim

dCreatedDate

Date of Claim creation

dIntimation

Date insurance company was informed of an incident (Intimation Date on the Claim)

dLossDate
Date of Loss set on the Claim

iClaimNo

Insurance Claim Number

iClaimStatusID
Not Used

iExcess
Insurance Claim Excess

InsuranceReference
Reference on the Development Insurance the client is covered by
iPerilID
Not Used

isPrinted
Has Claim Notice been printed?

iSumInsured
Client Sum Insured on the Claim

MergeDate
Date a document is merged

Reference
Crime reference for insurance claim

sDescription
Description from insurance claim

sEmail
Email address of the property owner (i.e. client)

sOwnerAddress
Not Used

sOwnerName
Not Used

sPCode
Insurance Policy Code

sPCompany
Insurance Policy Company

sPDescription
Description on Insurance Policy

sPNumber

Insurance policy number

sPostCode
Not Used

Client Notices View - uvw_MMClientNotices Table



BalanceDue
The balance due

BatchNo
Batch number for client notices run

ClientAccountNumber

Client account number

ClientColloquialName

Client colloquial name

ClientEmailDocuments

Does the Client have an email address flagged as Used For Invoice?

ClientForwardAddress

Forwarding address listed for client

ClientForwardAddress_All
Forwarding address listed for client including postcode

ClientForwardPostCode

Forwarding postcode for client

ClientName

Client name

ClientURN

Client unique reference number

CurrentBalance

The current client balance

DDAccountNumber

Client Direct Debit account number

DDSortCode

Client Direct Debit Sort Code

DevName

Development name

DevNo

Development number

DisputedAmount

Disputed amount

EmailAddress

First email address for the Client which is flagged as used for Invoice

FloatDue

Float due

FullBalanceDue

Full balance due

MergeDate

Date the document was created

NeoPostAccountNo
Not Used

NoticeType

Client Notice type

PlanetPressCode
If Client has default email address and has not opted out of paperless, this field will pull through "Emailed".
If these conditions are not met, it will pull through "Printed".


PlanetPressEmail
If Client has default email address and has not opted out of paperless, this field will pull through this default email address.
If these conditions are not met, nothing will be pulled through.

PostType
Not Used

PreviousBalance

Previous client balance

PropertyLineAddress

Property address in single-line format

Recommended Installment Amount

Recommended installment amount

sMailMergeCode

Picks up which office deals with the Development - if set

TelephoneNumber

Client telephone number

TotalCurrentBalance

Total current balance

Client Sales View - uvw_MMclientsales Table




ClientAccountNumber


Client account number

ClientColloquialName

Client colloquial name

ClientName

Client name

ClientURN

Client URN (Unique reference number)

DevName

Development name

DevNo

Development number
EmailAddress

Client email address
NewClientName

New client name (buyer)
SaleID

Sale ID
TelephoneNumber

Client telephone number

Dev Contact Details View - uvw_MMDevContactDetails Table



bHasEmail

Whether development contact has email

ContactAddress

Development contact address

ContactEmail

Development contact email

ContactName

Development contact name

ContactPhone

Development contact phone number

ContactPhoneDescription

Description of development contact phone number

ContactPostcode

Development contact postcode

DAddress
Development address

DLineAddress
Development address in single line

DName

Development name

DNumber

Development number

DPostcode

Development postcode

MergeDate

Date when document is merged

Estimate Request View - uvw_MMEstimateRequest Table




bHasEmail
Whether PL account has email ticked for Orders

DevelopmentAddress
DevelopmentAddress

DevelopmentName

Name of Development

DevelopmentNumber

Number of Development

DevelopmentPostcode

Postcode for Development
EmailAddress
First email address for PL account ticked for orders 
EstimateAmount
Amount contractor quoted for job
EstimateCreationDate
Date estimate was created
EstimateDuration
Expected duration of the job from the contractor
EstimateExpiryDate
Date estimate will expire
EstimateName
Description of Work on the Estimate
EstimateNumber
Number generated for estimate (Estimate no)
EstimateRequest
The details of the request as entered on the Estimate screen (in the Request box)
EstimateType
Estimate Type
MergeDate
Date when document is merged
MergeDateFull
Full date with month in letters when document is merged
NumberofBlocks
Number of blocks in development
NumberofProperties
Number of properties in the development 
PLAccountName
Purchase Ledger Account holder name
PLAccountNumber
PL account code
PLAddress
Address of PL account
PLColloquialName
Colloquial name for PL account
PLContactName
Contact name for PL account
PLEmailAddress
Default email address address for PL account
PLPaymentAddress
Payment address for PL account
PLPaymentPostcode
Payment postcode for PL account
PLPostCode
Postcode for PL Account
PropertyManagerName
Name of Property Manager
QuoteState
Quote State
RequestState
Estimate State 
WarrantyName
Not Used
WarrantyNumber
Warranty Contract Number

Purchase Ledger Details View - uvw_MMPLDetails Table



bEmailOrders
Not Used
EmailAddress
First PL email address ticked for Documents
EmailOrders
Is any email ticked for Documents?
MergeDate
Date when document is merged
MergeDateFull
Full date with month in letters when document is merged
PLAccount
PL Account Code
PLAddress
Purchase Ledger Account address
PLAddressPostCode
Purchase Ledger Account postcode
PLCISExpireDate
PL Insurance Expiry date
PLColloquialName
PL account Colloquial name
PLContactName
PL account Contact name
PLContractor
Whether PL Account is set as a contractor in CPL
PLGraceDays
Number of grace days before individual contractor requires payment
PLHealthSafetyDate
Date PL Account’s Health & Safety certificate expires
PLHealthSafetyReceived
Is Health & Safety expiry date set on PL account
PLInsuranceExpireDate
Is E Insurance Expiry Date set?
PLName
PL Account Holder Name
PLPaymentAddress
Payment address for PL account
PLPaymentPostCode
Payment postcode for PL account
PLPaymentType
Payment type (cheques, BACS or manual) set on PL Account
PLStatus
Purchase Ledger Account status (Normal or Stopped)
PLVATRegistration
Purchase Ledger Account VAT Registration number
RequiredInvoiceReference
Not Used

Proposed Works View - uvw_MMProposedWorks Table


Info
Only Proposed Works with a status other than Awaiting Quotes or Requesting Funds will be picked up.


ApportionmentValue
Apportionment value per client for the proposed work (percentage or fraction, based on how the apportionment is set up).

BlockAddress

Address of block
ChargeBalance
Client charge balance 
ClientForwardAddress
If present, client's forwarding address. If not, then primary client address.
ClientForwardPostcode
Client forwarding address postcode
ClientLineAddress
Client address in single line
ClientOutstanding
Client's outstanding balance in the proposed work
ClientPaid
Amount client has paid towards the proposed work
ClientPayable
Amount due from client in proposed work
ContactNo
Client's default telephone number
ContractorAccountNo
Contractor account number (PL Account code)
ContractorName
Name of contractor (Account Holder Name)
CPaymentType
Client Payment Type (Normal, BACS, DD, SO)
CreatedUser
User who created the Proposed Work
CreatedUserEmail

Email address of user who created the proposed work
CurrentBalance
Current Balance of the client
dCreated
Date proposed work was created
DDIPhoneNumber
Direct Dial number for user merging the document
dEntryDate
Date client entered property
dExitDate
Date client exited property
dInsuranceDateAdvisement
Insurance Date of Advisement on the Client Account
dOffPaymentDate
One-off payment date set up in client's DD
EAE
EAE (Estimated Annual Expenditure) from the client's property
FloatBalance
Float Payable on the property and Client's float balance added up
fReceivedAmount
Received amount for proposed work
fTargetAmount
Target amount for job to go ahead (Amount Requested on PW)
gApportionmentID
Not Used
iAccountNumber
Bank account number of the Nominal Bank Code selected on the development
iCollectionAmount
Collection amount from the client's DD
iCreditControlStatusID
Client credit control status
iJobID
Job number
iJobTaskNo
Task number on job
iNoOfTimesToRun
How many times direct debit will be run
InspectorDDI
Property manager direct dial phone number
InspectorEmail
Email address of property manager
InspectorJobTitle
Job title of property manager
InspectorName
Name of property property manager
InspectorSignaturePath
This will Insert Image of Signature if file path is entered in the property manager's user account
iOffPaymentAmount
One-off payment amount set up in client's DD
iPaymentTermsCheque
Whether cheque cashed on approval of job or receipt of the cheque:
 1=When Payment Details Received, 2=When Works Are Approved)

iPaymentTermsID
Not Used
iProposedWorksNo
Proposed work number
iSortCode
Sort code of the Nominal Bank Code selected on the development
iStatusID
Proposed work status
JobTitle
Job Title of user merging the document
MergeDate
Date when document is merged
MergeDateFull
Full date with month in letters when document is merged
OfficeName
Office name associated with the development
PayableAmount
Client's payable amount for the proposed work (Payment Status tab > Payable column)
PlanetPressCode
If Client has default email address and has not opted out of paperless, this field will pull through "Emailed". 
If these conditions are not met, it will pull through "Printed".
PlanetPressEmail
If Client has default email address and has not opted out of paperless, this field will pull through the default email address. 
If these conditions are not met, nothing will be pulled through.
Rate1
Insurance rate 1 for client's property
Rate2
Insurance rate 2 for client's property
Rate3
Insurance rate 3 for client's property
Rate4
Insurance rate 4 for client's property
RateID
ID of the insurance linked to the client's property
sCAccountNo
Client account number
sCAddress
Client's primary address
sCDescription
Not Used
sCEmail
Client's first email address ticked for Documents
sClientAccountName
Bank Account Name in the client's DD mandate
sClientName
Client name
sClientPaymentTypeCode
Code of the client's payment type:
B=BACS, DD=Direct Debit, N=Normal, SI=Standing Order
sCNo
Client position/number in the property (1st client, 2nd client)
sColloquialName
Client's colloquial name
sCPostCode
Client's primary postcode
sDesc
Not Used
sDName
Development name
sGarageSpaceNo
Client garage space number
sPAddress
Property address
sPostalCode
Property post code
sProposedWorksDescription
Description of proposed work
sProposedWorksName
Name of proposed work
sStatusCode
Status code for proposed work (e.g. ACF)
sStatusDescription
Status description for proposed work (e.g. Awaiting Client Funds)
Status
Client's credit control status
sType
Code for client's account type: C=Client, D=Developer
URN
Client unique reference number
UserEmail
Email of user merging the document
UserName
Username of user merging the document




Solicitor Sales Letters View - uvw_MMSolicitorSalesLetters Table



ClientAccountNumber

Client account number

ClientColloquialName

Client colloquial name

ClientName

Development name

ClientURN
Client unique reference number

DevName
Development name

DevNo
Development number

EmailAddress
First email address for the Client which is flagged as used for Invoice

NewClientName
New client name (buyer)

SaleID
Sale ID

SolicitorAddress
Solicitor address

SolicitorEmail
Solicitor email

SolicitorName
Solicitor name

TelephoneNumber
Client telephone number







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