Mail Merge codes Word and Excel

When you need to merge into a single document or spreadsheet, you do so by choosing a template containig one or more merge codes of the ChannelCRM system. Generally, the merge codes are of the form <<TabelName.AttributeName>>. TableName is the name of the database table containing the data you need to merge. AttributeName is the actual field in the database table where the data you need is stored.

Below you will find the most commonly used merge codes. You may use the directly by copy pasting into your template documents.

Company	Contact	Occupation	Activity
<<Company.Name>>	<<Contact.FirstNames>>	<<Occupation.Title>>	<<Activity.StartTime>>
<<Company.Department>>	<<Contact.LastNames>>	<<Occupation.PhoneDirect>>	<<Activity.FinishTime>>
<<Company.Address1>>	<<Contact.Salutation>>	<<Occupation.PhoneExtension>>	<<Activity.Subject>>
<<Company.Address2>>	<<Contact.Mail>>	<<Occupation.FaxDirect>>	<<Activity.Owner>>
<<Company.Zip>>	<<Contact.SSN>>	<<Occupation.Mail>>
<<Company.City>>	<<Contact.Owner>>	<<Occupation.Department>>	Project
<<Company.State>>	<<Contact.PhoneMobile>>		<<Project.Name>>
<<Company.Country>>	<<Contact.PhoneHome>>	User	<<Project.ContractDate>>
<<Company.VisitAddress>>	<<Contact.Address1>>	<<User.UserId>>	<<Project.ProjectKey>>
<<Company.Phone>>	<<Contact.Address2>>	<<User.FirstNames>>	<<Project.LocationCode>>
<<Company.Fax>>	<<Contact.Zip>>	<<User.LastNames>>	<<Project.Owner>>
<<Company.Mail>>	<<Contact.City>>	<<User.EMail>>
<<Company.Web>>	<<Contact.State>>	<<User.PhoneMobile>>	Time
<<Company.Owner>>	<<Contact.Country>>	<<User.PhoneDirect>>	<<Current.Date>>
<<Company.PhoneCode>>	<<Contact.PhoneCode>>	<<User.FaxDirect>>	<<Current.DateLong>>
<<Company.CVR>>			<<Current.Time>>
			<<Current.TimeLong>>