Reserved Merge Tags

Use these reserved merge tags to show Customer and Sales Rep information in your files. The list below contains the merge tags that you can use to personalize your merge documents. 

Sales Rep Contact Merge Tags

Use these merge tags to personalize your merge documents with the Sales Rep (i.e. Assigned To) contact information: 

^Rep_Name^
^Rep_Email^
^Rep_Title^
^Rep_Phone^
^Rep_Cell^
^Rep_Fax^
^Rep_Website^

Use the profile custom fields to store other information that is unique for each user (i.e. License #, Certification #, etc.)

^rep_custom1^
^rep_custom2^
^rep_custom3^

Info Page Merge Tags

Use these merge tags to personalize your merge documents with information from the Info page (i.e. Client, Revenue, Market, Service, Division, etc.): 

^Proposal_Id^ Unique six digit number generated for each ClientPoint (i.e. 123456)
^Client^
^Revenue^
^Division^
^Date^
^Service^
^Region^

Primary Contact Merge Tags

Use these merge tags to personalize your merge documents with the Primary Contact's contact information (i.e. First Name, Last Name, Email, etc.): 

^Contact_Prefix^
^Contact_Title^
^Contact_Phone^
^Contact_First_Name^
^Contact_Last_Name^
^Contact_Email^
^Account^
^Contact_Full_Name^
^Contact_City^
^Contact_State^
^Contact_Zip^
^Contact_Country^
^Contact_Mobile^
^Contact_Fax^
^Contact_City_State_Zip^
^Contact_Street^
^Contact_Address^ (Combination of Street and City, State and Zip)

Have any questions? Please contact support@clientpoint.net.