Email Merge Variables

Email merge variables are the tags you can see in the default email templates in your system. For example:

Dear $contacts_firstname$leads_firstname - this shows two merge variables "$contacts_firstname" and "$leads_firstname".

What they do is look up the corresponding values in your OpenCRM system and paste them into the email. So if you are on a Lead record or a Contact record for Frank Smith and use the above merge variables, an email you send to that person will display "Dear Frank".

You can use these merge variables in each of the modules in OpenCRM where you have the email button. This allows you do perform actions like sending a Company or Contact information about a specific Sales Order, or Invoice for example. Merge variables are also useful in setting up Helpdesk ticket response templates. You can also use the listed merge variables in the Email Subject line, as well as in HTML documents.

If any merge variable is not found, then it will be replaced with a blank. So for example, if you are in the Companies module, when using the example above "Dear $contacts_firstname$leads_firstname", this will output "Dear (blankspace)" as there is no corresponding value.

Using Merge Variables to set up a Default Email Signature

You can use email merge variables to set up an email signature which can be used by all of your system users. Merge variables are able to look up any of the fields on the User screen, such as first & last name, job title, work email address, mobile phone number and so on.

To give you an example, if you have a Project Manager named Anna Jones, using the following merge variables on a signature:

$users_first_name $users_last_name
$users_title

will display on a sent email as:
Anna Jones
Project Manager

Using Merge Variables for Custom Fields

Custom fields can be added to email templates, but do not follow the standard tag formatting of standard fields.

In order to add a custom field to an email template, you must first find the database ID of the custom field. This can be done as follows:

Under "Settings" go to Studio->Custom Field Settings->Module of choice Customs
You should see a column called Database Name
The value "cf_XXX" is the database ID of the custom field (in the screenshot below this is cf_421).

You can then insert your custom field into your template using the following format:

$module_cf_XXX

If you wanted to insert the field from the above image, you know that the field ID is "cf_421" and that it is in the Leads module (for example). So to use this field in an email the corresponding merge variable would be "$leads_cf_421"

Using Merge Variables for Helpdesk and other Related Entities e.g. Sales Documents, Projects etc. Or using Merge Variables when sending a Notification.

You may want to send emails from an entity such as a Helpdesk ticket or a Sales Order, Invoice, Opportunity etc. to a customer, whether this is a Contact or Company. When you use the Email button from such a module this allows you to send an email to the Contact or Company linked to the record. In order to send details contained within the related module (for example sending a Contact information about a Helpdesk ticket) you can use related merge variables.

An example would be if you send a contact an email regarding a Helpdesk ticket that has been solved, your email template could contain the following type of merge variables:

Dear $contacts_firstname

Your ticket has been resolved with the following comments:

$rel_helpdesk_solution

This would then send a personalised email to the Contact, containing the relevant information you wish to send about the Helpdesk ticket, as looked up on from the Helpdesk Solution field.

Date Fields

Date fields will be written out in the format designated on the sending user record. You can override this to show the "long" date format (13-08-2020 becomes 13 August 2020) by adding "_long" to the end of the merge variable.

ex. $rel_activities_date_start -> $rel_activities_date_start_long

Adding the Dollar Currency Symbol

If you need to add the $ Dollar currency symbol to an email or PDf, you will need to insure that the symbol is surrounded by an individual span (within the HTML), like so:

$$quotes_total

This will prevent the system from trying to use the symbol to insert any merged informaiton from the record.

Footnote

The merge variables used are generally fairly similar to the field labels used e.g. $leads_website will look up the Website field on the Leads module. However there are not many variables that are an exact match for the field label used and occasionally there is considerable variance, and for this reason we recommend that you use the attached list of merge variables as a guide.

A List of Merge Variables

Here is a list of all the standard fields that can be merged that are available at the time of writing.

Basic Merge Variables

The following merge variables are the ones that you will use when you are writing emails that concern your Leads, Contacts, and Companies.

Terminology

In the following list - Accounts relates to merge variables for a Companies and Potentials relates to Opportunities.

Leads
$leads_record_id
$leads_salutationtype
$leads_firstname
$leads_phone
$leads_lastname
$leads_mobile
$leads_company
$leads_fax
$leads_designation
$leads_email
$leads_leadsource
$leads_website
$leads_industry
$leads_leadstatus
$leads_annualrevenue
$leads_rating
$leads_noofemployees
$leads_assigned_user_id
$leads_yahooid
$leads_createdtime
$leads_modifiedtime
$leads_lane
$leads_lane2
$leads_code
$leads_city
$leads_country
$leads_state
$leads_description
$leads_tps
$leads_fps
$leads_do_not_email
$leads_permission
$leads_homephone
$leads_dob
$leads_prefcontactmethod
$leads_middlename
$leads_lastcall
$leads_lastcallsubject
$leads_lastcalldate
$leads_lasttask
$leads_lasttasksubject
$leads_lasttaskdate
$leads_lastmeeting
$leads_lastmeetingsubject
$leads_lastmeetingdate
$leads_lastemail
$leads_lastemailsubject
$leads_lastemaildate
$leads_cost_centre
$leads_lastactions
$leads_lastactiondate
$leads_lastactiondatesp
$leads_leadtype
$leads_reassigned_date
$leads_greeting

Contacts
$contacts_record_id
$contacts_salutationtype
$contacts_firstname
$contacts_phone
$contacts_lastname
$contacts_mobile
$contacts_homephone
$contacts_leadsource
$contacts_otherphone
$contacts_title
$contacts_fax
$contacts_department
$contacts_birthday
$contacts_email
$contacts_assistant
$contacts_assistantphone
$contacts_assigned_user_id
$contacts_createdtime
$contacts_modifiedtime
$contacts_portal
$contacts_support_start_date
$contacts_support_end_date
$contacts_mailingstreet
$contacts_mailingstreet2
$contacts_otherstreet
$contacts_otherstreet2
$contacts_mailingcity
$contacts_othercity
$contacts_mailingstate
$contacts_otherstate
$contacts_mailingzip
$contacts_otherzip
$contacts_mailingcountry
$contacts_othercountry
$contacts_description
$contacts_addressinherit
$contacts_tps (use for "Do Not Phone)
$contacts_fps (use for Do Not Fax)
$contacts_do_not_email
$contacts_prefcontactmethod
$contacts_middlneame
$contacts_includeinsync
$contacts_lastso
$contacts_lastsosubject
$contacts_lastsodate
$contacts_lastquote
$contacts_lastquotesubject
$contacts_lastquotedate
$contacts_lastinvoice
$contacts_lastinvoicesubject
$contacts_lastinvoicedate
$contacts_lastpo
$contacts_lastposubject
$contacts_lastpodate
$contacts_lastopportunity
$contacts_lastopportunitysubject
$contacts_lastopportunitydate
$contacts_lastproject
$contacts_lastprojectsubject
$contacts_lastprojectdate
$contacts_lastdocument
$contacts_lastdocumentsubject
$contacts_lastdocumentdate
$contacts_lasthelpdesk
$contacts_lasthelpdesksubject
$contacts_lasthelpdeskdate
$contacts_lastcall
$contacts_lastcallsubject
$contacts_lastcalldate
$contacts_lasttask
$contacts_lasttasksubject
$contacts_lasttaskdate
$contacts_lastmeeting
$contacts_lastmeetingsubject
$contacts_lastmeetingdate
$contacts_lastemail
$contacts_lastemailsubject
$contacts_lastemaildate
$contacts_lastsovalue
$contacts_lastquotevalue
$contacts_lastpovalue
$contacts_lastinvoicevalue
$contacts_lastopportunityvalue
$contacts_pin
$contacts_canesign
$contacts_pinreset
$contacts_lastactiondate
$contacts_lastactions
$contacts_greeting
$contacts_email2
$contacts_contacttype
$contacts_password
$contacts_login
$contacts_subscription
$contacts_accountname (merges Contacts primary linked company name)

Companies
$accounts_account_crm_id
$company_name
$company_phone
$company_website
$company_fax
$company_otherphone
$company_account_crm_id
$company_email1
$company_employees
$company_email2
$company_ownership
$company_rating
$company_industry
$company_siccode
$company_accounttype
$company_annual_revenue
$company_assigned_user_id
$company_createdtime
$company_modifiedtime
$company_bill_street
$company_bill_street2
$company_ship_street
$company_ship_street2
$company_bill_city
$company_ship_city
$company_bill_state
$company_ship_state
$company_bill_code
$company_ship_code
$company_bill_country
$company_ship_country
$company_description
$company_vatnumber
$company_fps
$company_do_not_email
$company_tps
$company_permission
$company_credit_limit
$company_credit_limit_days
$company_overdue_balance
$company_outstanding_balance
$company_lastso
$company_lastsosubject
$company_lastsodate
$company_lastquote
$company_lastquotesubject
$company_lastquotedate
$company_lastinvoice
$company_lastinvoicesubject
$company_lastinvoicedate
$company_lastpo
$company_lastposubject
$company_lastpodate
$company_lastopportunity
$company_lastopportunitysubject
$company_lastopportunitydate
$company_lastproject
$company_lastprojectsubject
$company_lastprojectdate
$company_lastdocument
$company_lastdocumentsubject
$company_lastdocumentdate
$company_lasthelpdesk
$company_lasthelpdesksubject
$company_lasthelpdeskdate
$company_lastcall
$company_lastcallsubject
$company_lastcalldate
$company_lasttask
$company_lasttasksubject
$company_lasttaskdate
$company_lastmeeting
$company_lastmeetingsubject
$company_lastmeetingdate
$company_lastemail
$company_lastemailsubject
$company_lastemaildate
$company_lastsovalue
$company_lastquotevalue
$company_lastpovalue
$company_lastinvoicevalue
$company_lastopportunityvalue
$company_vatexempt
$company_majoraccount
$company_reg_street
$company_reg_street2
$company_reg_city
$company_reg_state
$company_reg_code
$company_reg_country
$company_sp
$company_proprietor
$company_portaltermsaccept
$company_pricebook
$company_lastactiondate
$company_lastactions
$company_paymenttype
$company_creditcheckon
$company_creditcheckby
$company_def_currency
$company_sage_ref
$company_shipemail
$company_billemail
$company_companynumber
$company_senttosageon
$company_sendtosage

Contact's Company
This list shows the fields from a Contact’s related main Company that can be used for the Contacts module
$contacts_company_record_id
$contacts_company_name / $contacts_company_accountname
$contacts_company_phone
$contacts_company_website
$contacts_company_fax
$contacts_company_tickersymbol
$contacts_company_otherphone
$contacts_account_id
$contacts_company_email1
$contacts_company_employees
$contacts_company_email2
$contacts_company_ownership
$contacts_company_rating
$contacts_company_industry
$contacts_company_siccode
$contacts_company_accounttype
$contacts_company_annual_revenue
$contacts_company_assigned_user_id
$contacts_company_createdtime
$contacts_company_modifiedtime
$contacts_company_bill_street
$contacts_company_ship_street
$contacts_company_bill_city
$contacts_company_ship_city
$contacts_company_bill_state
$contacts_company_ship_state
$contacts_company_bill_code
$contacts_company_ship_code
$contacts_company_bill_country
$contacts_company_ship_country
$contacts_company_description
$contacts_company_vatnumber
$contacts_company_fps
$contacts_company_do_not_email
$contacts_company_tps
$contacts_company_permission
$contacts_company_credit_limit
$contacts_company_credit_limit_days
$contacts_company_overdue_balance
$contacts_company_outstanding_balance
$contacts_company_lastso
$contacts_company_lastsosubject
$contacts_company_lastsodate
$contacts_company_lastquote
$contacts_company_lastquotesubject
$contacts_company_lastquotedate
$contacts_company_lastinvoice
$contacts_company_lastinvoicesubject
$contacts_company_lastinvoicedate
$contacts_company_lastpo
$contacts_company_lastposubject
$contacts_company_lastpodate
$contacts_company_lastopportunity
$contacts_company_lastopportunitysubject
$contacts_company_lastopportunitydate
$contacts_company_lastproject
$contacts_company_lastprojectsubject
$contacts_company_lastprojectdate
$contacts_company_lastdocument
$contacts_company_lastdocumentsubject
$contacts_company_lastdocumentdate
$contacts_company_lasthelpdesk
$contacts_company_lasthelpdesksubject
$contacts_company_lasthelpdeskdate
$contacts_company_lastcall
$contacts_company_lastcallsubject
$contacts_company_lastcalldate
$contacts_company_lasttask
$contacts_company_lasttasksubject
$contacts_company_lasttaskdate
$contacts_company_lastmeeting
$contacts_company_lastmeetingsubject
$contacts_company_lastmeetingdate
$contacts_company_lastemail
$contacts_company_lastemailsubject
$contacts_company_lastemaildate
$contacts_company_lastsovalue
$contacts_company_lastquotevalue
$contacts_company_lastpovalue
$contacts_company_lastinvoicevalue
$contacts_company_lastopportunityvalue
$contacts_company_vatexempt
$contacts_company_majoraccount
$contacts_company_reg_street
$contacts_company_reg_city
$contacts_company_reg_state
$contacts_company_reg_code
$contacts_company_reg_country
$contacts_company_sp
$contacts_company_proprietor
$contacts_company_portaltermsaccept
$contacts_company_pricebook
$contacts_company_lastactiondate
$contacts_company_lastactions
$contacts_company_paymenttype
$contacts_company_creditcheckon
$contacts_company_creditcheckby
$contacts_company_def_currency
$contacts_company_sage_ref
$contacts_company_shipemail
$contacts_company_billemail
$contacts_company_companynumber
$contacts_company_senttosageon
$contacts_company_sendtosage

Merge Variables for Related Entities (the record you send the email from)

If you are sending an email from an entity such as a Project, sales document etc. you will be sending an email to a Contact or Company, and including information related to the Project or Sales Order etc from which you are sending.

Or if you are sending a notification from a record, you are technically sending an email to a user about a Contact, Lead, Company, Opportunity, etc.

In these cases you need to use the following Related merge variables:;

Related Leads Merge Variables $rel_leads_record_id $rel_leads_salutationtype $rel_leads_firstname $rel_leads_phone $rel_leads_lastname $rel_leads_mobile $rel_leads_company $rel_leads_fax $rel_leads_designation $rel_leads_email $rel_leads_leadsource $rel_leads_website $rel_leads_industry $rel_leads_leadstatus $rel_leads_annualrevenue $rel_leads_rating $rel_leads_noofemployees $rel_leads_assigned_user_id $rel_leads_yahooid $rel_leads_createdtime $rel_leads_modifiedtime $rel_leads_lane $rel_leads_code $rel_leads_city $rel_leads_country $rel_leads_state $rel_leads_description $rel_leads_tps $rel_leads_fps $rel_leads_do_not_email $rel_leads_permission $rel_leads_homephone $rel_leads_dob $rel_leads_prefcontactmethod $rel_leads_middlename $rel_leads_lastcall $rel_leads_lastcallsubject $rel_leads_lastcalldate $rel_leads_lasttask $rel_leads_lasttasksubject $rel_leads_lasttaskdate $rel_leads_lastmeeting $rel_leads_lastmeetingsubject $rel_leads_lastmeetingdate $rel_leads_lastemail $rel_leads_lastemailsubject $rel_leads_lastemaildate $rel_leads_cost_centre $rel_leads_lastactions $rel_leads_lastactiondate $rel_leads_lastactiondatesp $rel_leads_leadtype $rel_leads_reassigned_date $rel_leads_greeting Related Potential Merge Variables $rel_potentials_record_id $rel_potentials_potentialname $rel_potentials_amount $rel_potentials_account_id $rel_potentials_closingdate $rel_potentials_opportunity_type $rel_potentials_nextstep $rel_potentials_leadsource $rel_potentials_sales_stage $rel_potentials_assigned_user_id $rel_potentials_probability $rel_potentials_createdtime $rel_potentials_modifiedtime $rel_potentials_description $rel_potentials_phone_ext $rel_potentials_modifiedby $rel_potentials_permission $rel_potentials_lastso $rel_potentials_lastsosubject $rel_potentials_lastsodate $rel_potentials_lastquote $rel_potentials_lastquotesubject $rel_potentials_lastquotedate $rel_potentials_lastinvoice $rel_potentials_lastinvoicesubject $rel_potentials_lastinvoicedate $rel_potentials_lastinvoicevalue $rel_potentials_lastsovalue $rel_potentials_lastquotevalue $rel_potentials_start_date $rel_potentials_lastcall $rel_potentials_lastcallsubject $rel_potentials_lastcalldate $rel_potentials_lasttask $rel_potentials_lasttasksubject $rel_potentials_lasttaskdate $rel_potentials_lastmeeting $rel_potentials_lastmeetingsubject $rel_potentials_lastmeetingdate $rel_potentials_lastemail $rel_potentials_lastemailsubject $rel_potentials_lastemaildate $rel_potentials_lastnote $rel_potentials_lastnotesubject $rel_potentials_lastnotedate $rel_potentials_potentialid $rel_potentials_activedays $rel_potentials_rowclass $rel_potentials_smcreatorid $rel_potentials_pre_depot $rel_potentials_potential_tags $rel_potentials_contact_id $rel_potentials_def_currency $rel_potentials_lastactions $rel_potentials_lastactiondate $rel_potentials_amount2 $rel_potentials_amount3 $rel_potentials_amount4 $rel_potentials_amount5 $rel_potentials_linked_amount $rel_potentials_linked_amount2 $rel_potentials_linked_amount3 $rel_potentials_linked_amount4 $rel_potentials_linked_amount5 $rel_potentials_campaignid $rel_potentials_actionplan_id $rel_potentials_cost_centre $rel_potentials_nextactiondate $rel_potentials_nextaction $rel_potentials_groupsecurity $rel_potentials_totalopportunityquantity $rel_potentials_forecastcategory $rel_potentials_fiscalyear $rel_potentials_fiscalquarter $rel_potentials_expectedrevenue $rel_potentials_weightedamount $rel_potentials_weightedamount2 $rel_potentials_weightedamount3 $rel_potentials_weightedamount4 $rel_potentials_weightedamount5 $rel_potentials_totalmargin $rel_potentials_projectid $rel_potentials_previous_amount $rel_potentials_gain_loss $rel_potentials_previous_amount2 $rel_potentials_previous_amount3 $rel_potentials_previous_amount4 $rel_potentials_previous_amount5 $rel_potentials_hdnSubTotal $rel_potentials_txtTax $rel_potentials_txtAdjustment $rel_potentials_hdnGrandTotal $rel_potentials_estval $rel_potentials_txtpDiscount $rel_potentials_txtDiscount $rel_potentials_chargevat $rel_potentials_single_event_id $rel_potentials_previous_assigned_users_id $rel_potentials_reassigned_date $rel_potentials_total_buy_price $rel_potentials_commission_approved $rel_potentials_commission_approved_date $rel_potentials_salescommission $rel_potentials_record_id $rel_potentials_record_module $rel_potentials_id $rel_potentials_accountname $rel_potentials_companyname $rel_potentials_contactname $rel_potentials_contact_name $rel_potentials_contact_id $rel_potentials_account_id $rel_potentials_closingdate_long $rel_potentials_commission_approved_date_long $rel_potentials_createdtime_long $rel_potentials_lastactiondate_long $rel_potentials_modifiedtime_long $rel_potentials_nextactiondate_long $rel_potentials_start_date_long	Related Contacts Merge Variables $rel_contacts_record_id $rel_contacts_salutationtype $rel_contacts_firstname $rel_contacts_phone $rel_contacts_lastname $rel_contacts_mobile $rel_contacts_account_id $rel_contacts_homephone $rel_contacts_leadsource $rel_contacts_otherphone $rel_contacts_title $rel_contacts_fax $rel_contacts_department $rel_contacts_birthday $rel_contacts_email $rel_contacts_contact_id $rel_contacts_assistant $rel_contacts_yahooid $rel_contacts_assistantphone $rel_contacts_donotcall $rel_contacts_emailoptout $rel_contacts_assigned_user_id $rel_contacts_createdtime $rel_contacts_modifiedtime $rel_contacts_portal $rel_contacts_support_start_date $rel_contacts_support_end_date $rel_contacts_mailingstreet $rel_contacts_otherstreet $rel_contacts_mailingcity $rel_contacts_othercity $rel_contacts_mailingstate $rel_contacts_otherstate $rel_contacts_mailingzip $rel_contacts_otherzip $rel_contacts_mailingcountry $rel_contacts_othercountry $rel_contacts_description $rel_contacts_addressinherit $rel_contacts_tps $rel_contacts_fps $rel_contacts_do_not_email $rel_contacts_permission $rel_contacts_prefcontactmethod $rel_contacts_middlneame $rel_contacts_allowed_components $rel_contacts_includeinsync $rel_contacts_lastso $rel_contacts_lastsosubject $rel_contacts_lastsodate $rel_contacts_lastquote $rel_contacts_lastquotesubject $rel_contacts_lastquotedate $rel_contacts_lastinvoice $rel_contacts_lastinvoicesubject $rel_contacts_lastinvoicedate $rel_contacts_lastpo $rel_contacts_lastposubject $rel_contacts_lastpodate $rel_contacts_lastopportunity $rel_contacts_lastopportunitysubject $rel_contacts_lastopportunitydate $rel_contacts_lastproject $rel_contacts_lastprojectsubject $rel_contacts_lastprojectdate $rel_contacts_lastdocument $rel_contacts_lastdocumentsubject $rel_contacts_lastdocumentdate $rel_contacts_lasthelpdesk $rel_contacts_lasthelpdesksubject $rel_contacts_lasthelpdeskdate $rel_contacts_lastcall $rel_contacts_lastcallsubject $rel_contacts_lastcalldate $rel_contacts_lasttask $rel_contacts_lasttasksubject $rel_contacts_lasttaskdate $rel_contacts_lastmeeting $rel_contacts_lastmeetingsubject $rel_contacts_lastmeetingdate $rel_contacts_lastemail $rel_contacts_lastemailsubject $rel_contacts_lastemaildate $rel_contacts_lastsovalue $rel_contacts_lastquotevalue $rel_contacts_lastpovalue $rel_contacts_lastinvoicevalue $rel_contacts_lastopportunityvalue $rel_contacts_pin $rel_contacts_canesign $rel_contacts_pinreset $rel_contacts_lastactiondate $rel_contacts_lastactions $rel_contacts_greeting $rel_contacts_email2 $rel_contacts_contacttype $rel_contacts_password $rel_contacts_login
Related Companies Merge Variables $rel_accounts_accountname $rel_accounts_phone $rel_accounts_website $rel_accounts_fax $rel_accounts_tickersymbol $rel_accounts_otherphone $rel_accounts_account_id $rel_accounts_email1 $rel_accounts_employees $rel_accounts_email2 $rel_accounts_ownership $rel_accounts_rating $rel_accounts_industry $rel_accounts_siccode $rel_accounts_accounttype $rel_accounts_annual_revenue $rel_accounts_assigned_user_id $rel_accounts_createdtime $rel_accounts_modifiedtime $rel_accounts_bill_street $rel_accounts_ship_street $rel_accounts_bill_city $rel_accounts_ship_city $rel_accounts_bill_state $rel_accounts_ship_state $rel_accounts_bill_code $rel_accounts_ship_code $rel_accounts_bill_country $rel_accounts_ship_country $rel_accounts_description $rel_accounts_vatnumber $rel_accounts_fps $rel_accounts_do_not_email $rel_accounts_tps $rel_accounts_permission $rel_accounts_credit_limit $rel_accounts_credit_limit_days $rel_accounts_overdue_balance $rel_accounts_outstanding_balance $rel_accounts_lastso $rel_accounts_lastsosubject $rel_accounts_lastsodate $rel_accounts_lastquote $rel_accounts_lastquotesubject $rel_accounts_lastquotedate $rel_accounts_lastinvoice $rel_accounts_lastinvoicesubject $rel_accounts_lastinvoicedate $rel_accounts_lastpo $rel_accounts_lastposubject $rel_accounts_lastpodate $rel_accounts_lastopportunity $rel_accounts_lastopportunitysubject $rel_accounts_lastopportunitydate $rel_accounts_lastproject $rel_accounts_lastprojectsubject $rel_accounts_lastprojectdate $rel_accounts_lastdocument $rel_accounts_lastdocumentsubject $rel_accounts_lastdocumentdate $rel_accounts_lasthelpdesk $rel_accounts_lasthelpdesksubject $rel_accounts_lasthelpdeskdate $rel_accounts_lastcall $rel_accounts_lastcallsubject $rel_accounts_lastcalldate $rel_accounts_lasttask $rel_accounts_lasttasksubject $rel_accounts_lasttaskdate $rel_accounts_lastmeeting $rel_accounts_lastmeetingsubject $rel_accounts_lastmeetingdate $rel_accounts_lastemail $rel_accounts_lastemailsubject $rel_accounts_lastemaildate $rel_accounts_lastsovalue $rel_accounts_lastquotevalue $rel_accounts_lastpovalue $rel_accounts_lastinvoicevalue $rel_accounts_lastopportunityvalue $rel_accounts_vatexempt $rel_accounts_majoraccount $rel_accounts_reg_street $rel_accounts_reg_city $rel_accounts_reg_state $rel_accounts_reg_code $rel_accounts_reg_country $rel_accounts_sp $rel_accounts_proprietor $rel_accounts_portaltermsaccept $rel_accounts_pricebook $rel_accounts_lastactiondate $rel_accounts_lastactions $rel_accounts_paymenttype $rel_accounts_creditcheckon $rel_accounts_creditcheckby $rel_accounts_def_currency $rel_accounts_sage_ref $rel_accounts_shipemail $rel_accounts_billemail $rel_accounts_companynumber $rel_accounts_senttosageon $rel_accounts_sendtosage	Helpdesk Merge Variables – for emailing details of a Helpdesk ticket to a Contact $rel_helpdesk_record_id $rel_helpdesk_assigned_user_id $rel_helpdesk_parent_id $rel_helpdesk_ticketpriorities $rel_helpdesk_product_id $rel_helpdesk_ticketseverities $rel_helpdesk_ticketstatus $rel_helpdesk_ticketcategories $rel_helpdesk_ticket_title $rel_helpdesk_projectid $rel_helpdesk_contractid $rel_helpdesk_contact_id $rel_helpdesk_extra_parent_id $rel_helpdesk_createdtime $rel_helpdesk_modifiedtime $rel_helpdesk_update_log $rel_helpdesk_tobebilled $rel_helpdesk_unbilledtime $rel_helpdesk_lastaction $rel_helpdesk_lastactiondate $rel_helpdesk_closedon $rel_helpdesk_closedby $rel_helpdesk_openedby $rel_helpdesk_id $rel_helpdesk_description $rel_helpdesk_solution $rel_helpdesk_comments $rel_helpdesk_FAQ_ids $rel_helpdesk_time_taken_m $rel_helpdesk_nc_time_m $rel_helpdesk_sched_time_m $rel_helpdesk_comp_time_m $rel_helpdesk_cost_gross $rel_helpdesk_cost_net $rel_helpdesk_time_left_m $rel_helpdesk_time_m $rel_helpdesk_over_time_m $rel_helpdesk_tech_solution $rel_helpdesk_permission $rel_helpdesk_showonportal
	Activities Merge Variables $rel_activities_actvitiy_crm_id $rel_activities_subject $rel_activities_assigned_user_id $rel_activities_assigned_user_fullname $rel_activities_activity_score $rel_activities_category $rel_activities_eventstatus $rel_activities_activitytype $rel_activities_location $rel_activities_description $rel_activities_date_start $rel_activities_time_start $rel_activities_due_date $rel_activities_duration_hours $rel_activities_duration_minutes $rel_activities_duration_total $rel_activities_createdtime $rel_activities_modifiedtime $rel_activities_completeddate $rel_activities_recur_start_date $rel_activities_recur_end_date $rel_activities_accountid $rel_activities_contactname $rel_activities_cont_firstname $rel_activities_cont_lastname $rel_activities_cont_email $rel_activities_contact_id $rel_activities_parentname $rel_activities_parent_id $rel_activities_vat_rate $rel_activities_chargetime $rel_activities_count_time $rel_activities_cost_gross $rel_activities_cost_net $rel_activities_billed
	Linked Documents Merge Variables $rel_documents_record_id $rel_documents_contact_id $rel_documents_parent_id $rel_documents_title $rel_documents_createdtime $rel_documents_modifiedtime $rel_documents_filename $rel_documents_notecontent $rel_documents_public $rel_documents_private $rel_documents_permission $rel_documents_folder $rel_documents_keywords $rel_documents_contcymerge $rel_documents_assigned_user_id $rel_documents_doctype $rel_documents_rel_id $rel_documents_isattachment $rel_documents_showonportal $rel_documents_active
Related Quotes Merge Variables $rel_quotes_record_id $rel_quotes_subject $rel_quotes_potential_id $rel_quotes_quotestage $rel_quotes_validtill $rel_quotes_team $rel_quotes_contact_id $rel_quotes_carrier $rel_quotes_hdnSubTotal $rel_quotes_shipping $rel_quotes_assigned_user_id1 $rel_quotes_txtTax $rel_quotes_txtAdjustment $rel_quotes_hdnGrandTotal $rel_quotes_account_id $rel_quotes_assigned_user_id $rel_quotes_createdtime $rel_quotes_modifiedtime $rel_quotes_bill_street $rel_quotes_ship_street $rel_quotes_bill_city $rel_quotes_ship_city $rel_quotes_bill_state $rel_quotes_ship_state $rel_quotes_bill_code $rel_quotes_ship_code $rel_quotes_bill_country $rel_quotes_ship_country $rel_quotes_description $rel_quotes_terms_conditions $rel_quotes_projectid $rel_quotes_permission $rel_quotes_totalmargin $rel_quotes_lastso $rel_quotes_lastsosubject $rel_quotes_lastsodate $rel_quotes_lastinvoice $rel_quotes_lastinvoicesubject $rel_quotes_lastinvoicedate $rel_quotes_lastinvoicevalue $rel_quotes_lastsovalue $rel_quotes_quote_id $rel_quotes_quotetype $rel_quotes_estval $rel_quotes_showonportal $rel_quotes_salescommission $rel_quotes_vat_rate $rel_quotes_pricebook $rel_quotes_cost_centre $rel_quotes_def_currency $rel_quotes_showquotetext2 $rel_quotes_shipemail $rel_quotes_billemail $rel_quotes_txtpDiscount $rel_quotes_txtDiscount $rel_quotes_chargevat	Related Sales Orders Merge Variables $rel_salesorder_record_id $rel_salesorder_subject $rel_salesorder_potential_id $rel_salesorder_customerno $rel_salesorder_quote_id $rel_salesorder_purchaseorder $rel_salesorder_contact_id $rel_salesorder_duedate $rel_salesorder_carrier $rel_salesorder_pending $rel_salesorder_sostatus $rel_salesorder_txtTax $rel_salesorder_txtAdjustment $rel_salesorder_salescommission $rel_salesorder_exciseduty $rel_salesorder_hdnGrandTotal $rel_salesorder_hdnSubTotal $rel_salesorder_account_id $rel_salesorder_assigned_user_id $rel_salesorder_createdtime $rel_salesorder_modifiedtime $rel_salesorder_bill_street $rel_salesorder_ship_street $rel_salesorder_bill_city $rel_salesorder_ship_city $rel_salesorder_bill_state $rel_salesorder_ship_state $rel_salesorder_bill_code $rel_salesorder_ship_code $rel_salesorder_bill_country $rel_salesorder_ship_country $rel_salesorder_description $rel_salesorder_terms_conditions $rel_salesorder_showonportal $rel_salesorder_projectid $rel_salesorder_permission $rel_salesorder_totalmargin $rel_salesorder_leaseacceptancedate $rel_salesorder_leasedby $rel_salesorder_sopaymenttype $rel_salesorder_paymentdate $rel_salesorder_lastinvoice $rel_salesorder_lastinvoicesubject $rel_salesorder_lastinvoicedate $rel_salesorder_lastpo $rel_salesorder_lastposubject $rel_salesorder_lastpodate $rel_salesorder_lastinvoicevalue $rel_salesorder_require_finance_auth $rel_salesorder_fulfilby $rel_salesorder_lockproducts $rel_salesorder_sendtosage $rel_salesorder_senttosageon $rel_salesorder_salesorder_id $rel_salesorder_esignedby $rel_salesorder_esigneddate $rel_salesorder_partnerid $rel_salesorder_vat_rate $rel_salesorder_pricebook $rel_salesorder_recurs $rel_salesorder_lastinvoiced $rel_salesorder_recurfrom $rel_salesorder_recur_type $rel_salesorder_recuruntil $rel_salesorder_cost_centre $rel_salesorder_recurtype $rel_salesorder_recurinterval $rel_salesorder_def_currency $rel_salesorder_shipemail $rel_salesorder_billemail $rel_salesorder_txtpDiscount $rel_salesorder_txtDiscount $rel_salesorder_so_job $rel_salesorder_so_job_time $rel_salesorder_so_job_status $rel_salesorder_so_job_accepted $rel_salesorder_so_job_completed $rel_salesorder_time_start $rel_salesorder_payment_day $rel_salesorder_so_figure $rel_salesorder_so_words $rel_salesorder_chargevat
Related Invoices Merge Variables $rel_invoice_record_id $rel_invoice_subject $rel_invoice_salesorder_id $rel_invoice_customerno $rel_invoice_invoicedate $rel_invoice_duedate $rel_invoice_purchaseorder $rel_invoice_txtTax $rel_invoice_txtAdjustment $rel_invoice_salescommission $rel_invoice_exciseduty $rel_invoice_hdnSubTotal $rel_invoice_hdnGrandTotal $rel_invoice_account_id $rel_invoice_invoicestatus $rel_invoice_assigned_user_id $rel_invoice_createdtime $rel_invoice_modifiedtime $rel_invoice_bill_street $rel_invoice_ship_street $rel_invoice_bill_city $rel_invoice_ship_city $rel_invoice_bill_state $rel_invoice_ship_state $rel_invoice_bill_code $rel_invoice_ship_code $rel_invoice_bill_country $rel_invoice_ship_country $rel_invoice_description $rel_invoice_terms_conditions $rel_invoice_outstanding $rel_invoice_showonportal $rel_invoice_projectid $rel_invoice_cyvatnumber rel_invoice_quote_id $rel_invoice_potential_id $rel_invoice_permission $rel_invoice_totalmargin $rel_invoice_leaseacceptancedate $rel_invoice_leasedby $rel_invoice_sopaymenttype $rel_invoice_paymentdate $rel_invoice_require_finance_auth $rel_invoice_invoice_id $rel_invoice_vat_rate $rel_invoice_pricebook $rel_invoice_paiddate $rel_invoice_def_currency $rel_invoice_shipemail $rel_invoice_billemail $rel_invoice_txtpDiscount $rel_invoice_txtDiscount $rel_invoice_recur_interval $rel_invoice_payment_day $rel_invoice_chargevat $rel_invoice_senttosageon $rel_invoice_sendtosage $rel_invoice_contact_id $rel_invoice_invoicenum $rel_invoice_	Linked Purchase Orders Merge Variables $rel_orders_record_id $rel_orders_subject $rel_orders_vendor_id $rel_orders_requisition_no $rel_orders_tracking_no $rel_orders_contact_id $rel_orders_duedate $rel_orders_carrier $rel_orders_txtTax $rel_orders_txtAdjustment $rel_orders_salescommission $rel_orders_exciseduty $rel_orders_hdnGrandTotal $rel_orders_hdnSubTotal $rel_orders_postatus $rel_orders_assigned_user_id $rel_orders_createdtime $rel_orders_modifiedtime $rel_orders_bill_street $rel_orders_ship_street $rel_orders_bill_city $rel_orders_ship_city $rel_orders_bill_state $rel_orders_ship_state $rel_orders_bill_code $rel_orders_ship_code $rel_orders_bill_country $rel_orders_ship_country $rel_orders_description $rel_orders_terms_conditions $rel_orders_senttosageon $rel_orders_sendtosage $rel_orders_outstanding $rel_orders_projectid $rel_orders_permission $rel_orders_purchaseorder_id $rel_orders_bill_to $rel_orders_ship_to $rel_orders_account_id $rel_orders_salesorder_id $rel_orders_potential_id $rel_orders_cost_centre $rel_orders_vat_rate $rel_orders_def_currency $rel_orders_shipemail $rel_orders_billemail $rel_orders_txtpDiscount $rel_orders_txtDiscount $rel_orders_chargevat
Linked Products Merge Variables $rel_products_record_id $rel_products_productname $rel_products_productcode $rel_products_discontinued $rel_products_manufacturer $rel_products_productcategory $rel_products_sales_start_date $rel_products_sales_end_date $rel_products_start_date $rel_products_expiry_date $rel_products_parent_id $rel_products_contact_id $rel_products_website $rel_products_vendor_id $rel_products_mfr_part_no $rel_products_vendor_part_no $rel_products_serial_no $rel_products_productsheet $rel_products_glacct $rel_products_createdtime $rel_products_modifiedtime $rel_products_unit_price $rel_products_commissionrate $rel_products_taxclass $rel_products_usageunit $rel_products_qty_per_unit $rel_products_qtyinstock $rel_products_reorderlevel $rel_products_assigned_user_id $rel_products_qtyindemand $rel_products_imagename $rel_products_product_description $rel_products_unit_price2 $rel_products_est_cost_price2 $rel_products_buy_price2 $rel_products_sell_price2 $rel_products_unit_price3 $rel_products_est_cost_price3 $rel_products_buy_price3 $rel_products_sell_price3 $rel_products_product_type $rel_products_product_id $rel_products_subproducttype $rel_products_product_status $rel_products_unallocated_stock $rel_products_allocated_stock $rel_products_backordered_stock $rel_products_ordered_stock $rel_products_shipped_stock $rel_products_returned_stock $rel_products_total_stock $rel_products_datein $rel_products_weight_stock $rel_products_size $rel_products_model_revision $rel_products_location_bin $rel_products_location_shelf $rel_products_location_warehouse $rel_products_backordered_ordered_stock $rel_products_installerid $rel_products_managestock $rel_products_reccuringperiod $rel_products_purch_nom_code $rel_products_purch_nom_desc $rel_products_nominal_code $rel_products_permission $rel_products_despatchdate $rel_products_def_currency $rel_products_part_no $rel_products_customerid $rel_products_sell_price $rel_products_buy_price $rel_products_buyer $rel_products_est_cost_price $rel_products_price_check_date	Linked Projects Merge Variables $rel_projects_record_id $rel_projects_active $rel_projects_partnerid $rel_projects_installerid $rel_projects_salesorder_id $rel_projects_permission $rel_projects_projectstatus $rel_projects_cost_gross $rel_projects_cost_net $rel_projects_time_left_m $rel_projects_time_taken_m $rel_projects_time_m $rel_projects_name $rel_projects_modifiedtime $rel_projects_projecttype $rel_projects_assigned_user_id $rel_projects_startdate $rel_projects_targetend $rel_projects_enddate $rel_projects_projpriority $rel_projects_budget $rel_projects_description $rel_projects_createdtime $rel_projects_parent_id (related to id) $rel_projects_parent_name (related to name) $rel_projects_time_start $rel_projects_time_end $rel_projects_time_target $rel_projects_projectnum $rel_projects_contact_id $rel_projects_fulfilby $rel_projects_lockproducts $rel_projects_nc_time_m $rel_projects_sched_time_m $rel_projects_comp_time_m $rel_projects_over_time_m $rel_projects_private $rel_projects_vat_rate $rel_projects_showdocsonportal $rel_projects_showonportal $rel_projects_accountname
Linked Contract Merge Variables (ver3.8) $rel_contracts_contractid = Contract ID $rel_contracts_name = Title $rel_contracts_contractstatus = The contracts status $rel_contracts_contracttype = the type of contract $rel_contracts_startdate = The start date of the contract $rel_contracts_targetend = The target end date of the contract $rel_contracts_enddate = The actual end date of the contract $rel_contracts_contractpriority = The priority level $rel_contracts_active = The active status of the contract $rel_contracts_budget = Budget level $rel_contracts_time_m = Active time $rel_contracts_time_taken_m = Time taken $rel_contracts_time_left_m = Time left on the contract $rel_contracts_cost_net = Net Cost $rel_contracts_cost_gross = Gross Cost $rel_contracts_showonportal = Is it shown on the portal $rel_contracts_showdocsonportal = Show Docs on portal $rel_contracts_nc_time_m = ? $rel_contracts_shed_time_m = Scheduled time $rel_contracts_comp_time_m = Completion time $rel_contracts_over_time_m = Overrun time $rel_contracts_parent_id = Parent ID $rel_contracts_private = Privacy $rel_contracts_time_start = Time Started $rel_contracts_time_end = Time Ended $rel_contracts_time_target = Target Time $rel_contracts_warnings = Warnings $rel_contracts_contractnum = Contract Number $rel_contracts_contactid = Contact ID $rel_contracts_partnerid = Partner ID $rel_contracts_accountid = Account ID $rel_contracts_installerid = Installer ID $rel_contracts_salesorderid = Sales Order ID $rel_contracts_sla_responsehrs = SLA Response (HRS) $rel_contracts_actionplan_id = Action Plan Chosen $rel_contracts_contracts_tags = Tags applied to the contract	Linked Campaign Merge Variables $rel_campaign_id

User Merge Variables

The following are all merge variables that you might want to use to set up email signatures or to refer to one of your employees who will be the best person to contact in specific situations.

Current Logged in User
$users_id
$users_user_name
$users_user_password
$users_user_hash
$users_first_name
$users_last_name
$users_reports_to_id
$users_is_admin
$users_description
$users_date_entered
$users_date_modified
$users_modified_user_id
$users_title
$users_department
$users_phone_home
$users_phone_mobile
$users_phone_work
$users_phone_other
$users_phone_fax
$users_email1
$users_email2
$users_yahoo_id
$users_status
$users_signature
$users_address_street
$users_address_city
$users_address_state
$users_address_country
$users_address_postalcode
$users_user_preferences
$users_holidays
$users_namedays
$users_workdays
$users_weekstart
$users_timezone
$users_portaluser
$users_is_dataadmin
$users_cost_centres
$users_is_canconfig
$users_def_cal_view

Assigned User (of the Email)
$assigned_id
$assigned_user_name
$assigned_user_password
$assigned_user_hash
$assigned_first_name
$assigned_last_name
$assigned_reports_to_id
$assigned_is_admin
$assigned_description
$assigned_date_entered
$assigned_date_modified
$assigned_modified_user_id
$assigned_title
$assigned_department
$assigned_phone_home
$assigned_phone_mobile
$assigned_phone_work
$assigned_phone_other
$assigned_phone_fax
$assigned_email1
$assigned_email2
$assigned_yahoo_id
$assigned_status
$assigned_signature
$assigned_address_street
$assigned_address_city
$assigned_address_state
$assigned_address_country
$assigned_address_postalcode
$assigned_user_preferences
$assigned_holidays
$assigned_namedays
$assigned_workdays
$assigned_weekstart
$assigned_date_format
$assigned_deleted
$assigned_timezone
$assigned_homeorder
$assigned_homecomponents
$assigned_joomlaid
$assigned_portaluser
$assigned_is_dataadmin
$assigned_cost_centres
$assigned_is_canconfig

Assigned User for the Record
$module_assigned_user_fieldname

So if you wanted to email a Contact, but use the signature for the person who is assigned to that Contact, the merge variable would be:

$contacts_assigned_user_signature

Assigned User for Record of Related Module
$rel_module_assigned_user_fieldname

If you wanted to email a the Contact or Company linked to a Project and include the first name of the Project's assigned user, the merge variable would be:

$rel_projects_assigned_user_first_name

Default Company Details:

The following merge variables are needed to add the details held in the “My Company” Settings area.

$organisation_organizationame
$organisation_address
$organisation_address2
$organisation_city
$organisation_state
$organisation_country
$organisation_code
$organisation_phone
$organisation_fax
$organisation_website
$organisation_logoname
$organisation_vat
$organisation_reg
$organisation_email

Sending Email To a User
$tousers_id
$tousers_user_name
$tousers_user_password
$tousers_user_hash
$tousers_first_name
$tousers_last_name
$tousers_reports_to_id
$tousers_is_admin
$tousers_description
$tousers_date_entered
$tousers_date_modified
$tousers_modified_user_id
$tousers_title
$tousers_department
$tousers_phone_home
$tousers_phone_mobile
$tousers_phone_work
$tousers_phone_other
$tousers_phone_fax
$tousers_email1
$tousers_email2
$tousers_yahoo_id
$tousers_status
$tousers_signature
$tousers_address_street
$tousers_address_city
$tousers_address_state
$tousers_address_country
$tousers_address_postalcode
$tousers_user_preferences
$tousers_tz
$tousers_holidays
$tousers_namedays
$tousers_workdays
$tousers_weekstart
$tousers_date_format
$tousers_deleted
$tousers_timezone
$tousers_homeorder
$tousers_homecomponents
$tousers_joomlaid
$tousers_portaluser
$tousers_is_dataadmin
$tousers_cost_centres
$tousers_is_canconfig
$tousers_def_cal_view
$tousers_day_start
$tousers_day_end
$tousers_filter_type
$tousers_filter_status
$tousers_on_support
$tousers_allowed_components
$tousers_is_canlivehelp
$tousers_extra_cal_grids
$tousers_tabbedview
$tousers_is_financeadmin
$tousers_login_count
$tousers_initials

Event Merge Variables

If you need to send an email to a list of Contacts from an Event, you might want to use some of these variables

Merging Day Information to Emails

Email merging of day information is done in the same manner as other e-mail merging. In order to get the day information to process, the day information needs to be contained between "$start_day_rows" and "$end_day_rows" tags. This will let the system know that it needs to get the day information for the event, and repeat the layout between those tags for each day of the event.

Event day merging required the e-mail to be initiated from the event screen which is to have the details merged.

Event Merge Fields for Emails
$rel_event_eventname
$rel_event_record_id
$rel_event_actionplan_id
$rel_event_permission
$rel_event_eventgroup
$rel_event_producttype
$rel_event_start_date
$rel_event_end_date
$rel_event_fee
$rel_event_def_currency
$rel_event_description
$rel_event_assigned_user_id
$rel_event_req_hrs_to_complete
$rel_event_req_days_to_complete
$rel_event_createdtime
$rel_event_modifiedtime
$rel_event_time_start
$rel_event_time_end
$rel_event_rowclass
$rel_event_smcreatorid
$rel_event_event_tags
$rel_event_groupsecurity
$rel_event_event_number

Day Merge Fields for Emails
$day_permission
$day_start_date
$day_start_time
$day_start_datetime
$day_end_time
$day_name
$day_daytype
$day_notes
$day_eventid
$day_account_id
$day_contact_id
$day_event_subjects
$day_createdtime
$day_modifiedtime
$day_end_date
$day_end_datetime
$day_assigned_user_id
$day_groupsecurity
$day_rowclass
$day_smcreatorid

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