Mail Merge Fields Reference

Mail Merge letters get the data to merge into the letter from a data source file which is generated by Data Manager every time you print a letter from your To Do List. This data source file contains a list of the merge fields available to Microsoft Word. Below is list of all the standard mail merge fields that are included with Data Manager.

Standard Mail Merge Fields Supplied with Data Manager

Mail Merge Field Name	Mail Merge Field Description	Mail Merge Field Sample Data
account_company_name	Company Name of the User Account Name for the person assigned the Action Plan task/activity (drawn from the Account Details section in the Home Screen)	Data Consultants Pty Ltd
account_email	Email address of the User Account Name for the person assigned the Action Plan task/activity (drawn from the Account Details section in the Home Screen)	john@dataconsultants.com.au
account_fax	Fax number of the User Account Name for the person assigned the Action Plan task/activity (drawn from the Account Details section in the Home Screen)	02 9876 5432
account_first_name	First Name of the User Account Name for the person assigned the Action Plan task/activity (drawn from the Account Details section in the Home Screen)	John
account_name	User Account Name for the person assigned the Action Plan task/activity (drawn from the Account Details section in the Home Screen)	John Smith
account_phone_mobile	Mobile phone number of the User Account Name for the person assigned the Action Plan task/activity (drawn from the Account Details section in the Home Screen)	0412 345 678
account_phone_work	Work phone number of the User Account Name for the person assigned the Action Plan task/activity (drawn from the Account Details section in the Home Screen)	02 1234 5678
account_photo_mail_merge_path	Path to the photo of the User Account Name for the person assigned the Action Plan task/activity (drawn from the Account Details section in the Home Screen)	"C:\\Documents and Settings\\John Smith\\My Documents\\My Pictures\\photo.jpg"
account_position	Position of the User Account Name for the person assigned the Action Plan task/activity (drawn from the Account Details section in the Home Screen)	Sales Manager
account_surname	Surname of the User Account Name for the person assigned the Action Plan task/activity (drawn from the Account Details section in the Home Screen)	Smith
address_one_postal	Address Line 1 field from the Contacts Postal Address	PO Box 123
address_one_street	Address Line 1 field from the Contacts Street Address	45 Smith Street
address_two_postal	Address Line 2 field from the Contacts Postal Address	Level 7 Building A
address_two_street	Address Line 2 field from the Contacts Street Address	Level 7 Building A
company_name	Company Name field from the Contacts Database	Smith Partners Pty Ltd
dear	Dear field from the Contacts Database	Simon
email	Email address field from the Contacts Database	simon@smithpartners.com.au
fax	Fax number field from the Contacts Database	02 9999 1234
first_name	First Name field from the Contacts Database	Simon
formal_greeting	Formal Greeting field from the Contacts Database	Mr S Smith
phone_home	Home phone number field from the Contacts Database	02 9123 4567
phone_mobile	Mobile phone number field from the Contacts Database	0412 345 678
phone_work	Work phone number field from the Contacts Database	02 9654 3210
postcode_postal	Postcode field from the Contacts Postal Address	2000
postcode_street	Postcode field from the Contacts Street Address	2000
salesperson	Salesperson field from the Contacts Database	Fred Jones
salesperson_email	Email address for Salesperson from the Contacts Database	fred@companyname.com.au
salesperson_mobile	Mobile phone number for Salesperson from the Contacts database	0419 876 543
salesperson_photo_path	Path to the photo of the Salesperson from the Contacts database	"C:\\Documents and Settings\\Fred Jones\\My Documents\\My Pictures\\photo.jpg"
salesperson_position	Position for Salesperson from the Contacts Database	Sales Consultant
state_postal	State field from the Contacts Postal Address	NSW
state_street	State field from the Contacts Street Address	NSW
suburb_postal	Suburb field from the Contacts Postal Address	Bondi
suburb_street	Suburb field from the Contacts Street Address	Bondi Junction
surname	Surname field from the Contacts database	Smith
user_defined_date1	Spare user defined date field 1 from the Additional User Fields tab in the Contacts Database	25/12/2008
user_defined_date2	Spare user defined date field 2 from the Additional User Fields tab in the Contacts Database	25/12/2008
user_defined_number1	Spare user defined number field 1 from the Additional User Fields tab in the Contacts Database	1234567890
user_defined_number2	Spare user defined number field 2 from the Additional User Fields tab in the Contacts Database	1234567890
user_defined_text1	Spare user defined text field 1 from the Additional User Fields tab in the Contacts Database	blah blah blah
user_defined_text2	Spare user defined text field 2 from the Additional User Fields tab in the Contacts Database	blah blah blah
user_defined_text3	Spare user defined text field 3 from the Additional User Fields tab in the Contacts Database	blah blah blah
user_defined_text4	Spare user defined text field 4 from the Additional User Fields tab in the Contacts Database	blah blah blah
user_defined_text5	Spare user defined text field 5 from the Additional User Fields tab in the Contacts Database	blah blah blah

You can also view a searchable list of merge fields within Data Manager as follows:

1. Go to the Data Manager Home Screen.

2. Click the Letters button. A list of your Microsoft Word Mail Merge letters will appear.

3. Click the MS Word Fields button at the top of the screen to view the list of mail merge fields. A list of your mail merge fields will appear:

There are 44 standard mail merge fields in Data Manager.

You can click the Merge Field Details button to view more details about a mail merge field in the list. You can also search the database by clicking the Find button and entering your search criteria and pressing the Enter key on the keyboard and Data Manager will execute the search.

Important: Data Manager Office users can add additional mail merge fields if required. However Data Manager Solo users are NOT able to modify the list of 44 standard mail merge fields.