Custom merge tags in ClientPoint allow you to create personalized and dynamic documents by adding specific placeholders that will be automatically filled with information. These tags can be customized to represent various data points such as client names, project details, and business goals, ensuring that each document reflects unique client or project-specific information. By leveraging custom merge tags, you can streamline your document creation process, making it easier to maintain consistency and save time when handling multiple clients or projects.
How to Create Custom Merge Tags:
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Structure: Custom merge tags must be surrounded by carets (
^). These carets help distinguish the merge tag from regular text. To create a merge tag, simply type it like this:^MergeTag^. -
Descriptive Labels: You can modify the label of the merge tag to make it more descriptive. For instance, instead of a generic
^MergeTag^, you might use something more specific like^ProjectHours^. -
Underscores for Spaces: If you want to represent spaces in your merge tag, you can use an underscore (
_) instead of a blank space. For example,^Business_Goal_1^instead of^Business Goal 1^. -
Check for Typos: Be careful when typing custom merge tags. Typos will be reflected in the merge tag label, so accuracy is essential to ensure correct merging of the information.
Example Custom Merge Tags:
^Client_Name^^Project_Title^^Start_Date^^End_Date^^Business_Goal_1^
Conclusion:
Custom merge tags are an invaluable tool for creating personalized, dynamic documents within ClientPoint. By following the correct format—using carets and underscores—you can design tags that make your documents more efficient and accurate. The ability to tailor the tags to your needs ensures that your documents will always be up to date and relevant to each client or project.
If you have any questions or need assistance with custom merge tags, feel free to contact support@clientpoint.net.