Mail Merge Fields

This article is part of the Mail Merge section.

Find all related articles here:

Mail Merge

 

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.

The list below includes fields from both the add-in and the Mailings tab.

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
AppOrPSumInsured	Not Used
ApportionMembers	Not 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 DD Collection Date - format YYYY-MM-DD hh:mm:ss
DDNextDate	Next DD Collection Date - format DD/MM/YYYY
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

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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