Use the lists below to find the appropriate merge field for use in Letter Templates in uManage.
Merge Fields are used to import information into Letters and other documents like Statements or Coupons. Each field accesses different information in the system to allow for full customization of your letters. The lists below include all available fields and where applicable, the page within uManage where the information is located.
CLICK HERE to learn more about creating a Word Document with Merge Fields.
Firm Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
Current_Action_Title | Action Title 1 | Firm > Manage Action Types | Action Type | |
Current_Action_Title2 | Action Title 2 | Firm > Manage Action Types | Action Type | |
Firm_Address1 | Firm Address Line 1 | Firm > Manage Firm | Address | |
Firm_Address2 | Firm Address Line 2 | Firm > Manage Firm | Address | |
Firm_City | Firm City | Firm > Manage Firm | Address | |
Firm_ContactEmail | Provides the contact email for the firm | Firm > Manage Firm | Address | |
Firm_ContactName | Returns the contact name for the firm | Firm > Manage Firm | Address | |
Firm_ContactPhone | Returns the contact phone number for the firm | Firm > Manage Firm | Address | |
Firm_CurrentUserEmail | Current Firm User Email Address | Activities > My Activities > My Profile | User Data | |
Firm_CurrentUserName | Current Firm User Name | Activities > My Activities > My Profile | User Data | |
Firm_CurrentUserPhone | Current Firm User Phone | Activities > My Activities > My Profile | User Data | |
Firm_CurrentUserSignature | Current Firm User Signature | Activities > My Activities > My Profile | User Data | |
Firm_CurrentUserTitle | Current Firm User Title | Activities > My Activities > My Profile | User Data | |
Firm_FullMailingAddress | Provides the Firm's full address | Firm > Manage Firm | Address | |
firm_Id | Firm Id | Firm > Manage Firm | Overview | |
firm_Id Firm_Name | Firm Name | Firm > Manage Firm | Overview | |
Firm_Name | Firm Name | Firm > Manage Firm | Overview | |
Firm_State | State of firm | Firm > Manage Firm | Address | |
Firm_Url | Firm URL | Firm > Manage Firm | Overview | |
Firm_ZipCode | Firm Zip Code | Firm > Manage Firm | Address | |
Firm_ZipPlus4 | Returns the Firm zip code + four digits | Firm > Manage Firm | Address | |
MgmtBranch_County | Management Co. Branch County | Manage Firm | Branches | Address |
MgmtBranch_FullMailingAddress | Management Co. Branch Mailing Address | Manage Firm | Branches | Address |
MgmtBranch_Name | Management Co. Branch Name | Manage Firm | Branches | Management Co. Branch |
MgmtBranch_Phone | Management Co. Branch County | Manage Firm | Branches | Address |
Association Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
assoc_AccountingCredentials | Accounting Credentials | Association > Manage Association | Overview | Overview |
assoc_AccountingEmail | Accounting Email | Association > Manage Association | Overview | Overview |
assoc_AccountingInitials | Accounting Initials | Association > Manage Association | Overview | Overview |
assoc_AccountingName | Accounting Name | Association > Manage Association | Overview | Overview |
assoc_AccountingPhone | Accounting Phone | Association > Manage Association | Overview | Overview |
assoc_AccountingSignatureImage | Accounting Signature | Association > Manage Association | Overview | Overview |
assoc_AccountingTitle | Accounting Title | Association > Manage Association | Overview | Overview |
assoc_ARCredentials | A/R Credentials | Association > Manage Association | Overview | Overview |
assoc_AREmail | A/R Email | Association > Manage Association | Overview | Overview |
assoc_ARInitials | Accounting Initials | Association > Manage Association | Overview | Overview |
assoc_ARName | A/R Name | Association > Manage Association | Overview | Overview |
assoc_ARPhone | A/R Phone | Association > Manage Association | Overview | Overview |
assoc_ARSignatureImage | A/R Signature | Association > Manage Association | Overview | Overview |
assoc_ARTitle | A/R Title | Association > Manage Association | Overview | Overview |
assoc_Address | Primary Association Address | Association > Manage Association | Overview | Overview |
assoc_Address2 | Returns address line 2 from the association | Association > Manage Association | Overview | Overview |
assoc_Assistant1Credentials | Assistant 1Credentials | Association > Manage Association | Overview | Overview |
assoc_Assistant1Email | Assistant 1 Email Address | Association > Manage Association | Overview | Overview |
assoc_Assistant1Initials | Assistant 1Initials | Association > Manage Association | Overview | Overview |
assoc_Assistant1Name | Assistant 1 Name | Association > Manage Association | Overview | Overview |
assoc_Assistant1Phone | Assistant 1 Phone | Association > Manage Association | Overview | Overview |
assoc_Assistant1SignatureImage | Uploaded signature image from Assistant 1 | Association > Manage Association | Overview | Overview |
assoc_Assistant1Title | Assistant 1 Title | Association > Manage Association | Overview | Overview |
assoc_Assistant2Credentials | Assistant 2 Credentials | Association > Manage Association | Overview | Overview |
assoc_Assistant2Email | Assistant 2 Email Address | Association > Manage Association | Overview | Overview |
assoc_Assistant2Initials | Assistant 2 Initials | Association > Manage Association | Overview | Overview |
assoc_Assistant2Name | Assistant 2 Name | Association > Manage Association | Overview | Overview |
assoc_Assistant2Phone | Assistant 2 Phone | Association > Manage Association | Overview | Overview |
assoc_Assistant2SignatureImage | Uploaded signature image from Assistant 2 | Association > Manage Association | Overview | Overview |
assoc_Assistant2Title | Assistant 2 Title | Association > Manage Association | Overview | Overview |
assoc_AuthCode | Authorization Code | Association > Manage Association | Overview | Advanced Information |
assoc_BillingSystemClientCode | Clients Billing code | Association > Manage Association | Overview | Overview |
assoc_BoardSignatory | The name of the board signatory | Association > Manage Association | Overview | Overview |
assoc_BoardSignatoryTitle | Returns the title of the board signatory | Association > Manage Association | Overview | Overview |
assoc_City | Returns the city of the association | Association > Manage Association | Overview | Overview |
assoc_County | Provides the county of the association | Association > Manage Association | Overview | Overview |
assoc_DeliInterest1 | Delinquency Interest 1 | Association > Manage Association | A/R | Delinquency Charges |
assoc_DeliInterest2 | Delinquency Interest 2 | Association > Manage Association | A/R | Delinquency Charges |
assoc_DeliInterest3 | Delinquency Interest 3 | Association > Manage Association | A/R | Delinquency Charges |
assoc_DeliInterest4 | Delinquency Interest 4 | Association > Manage Association | A/R | Delinquency Charges |
assoc_DeliInterest5 | Delinquency Interest 5 | Association > Manage Association | A/R | Delinquency Charges |
assoc_DelinquencyCCRSection | Association Delinquency Covenants, Conditions, and Restrictions Section | Association > Manage Association | A/R | Overview |
assoc_DocHeaderImage | Document Header Image | Association > Manage Association | Overview | Overview |
assoc_Document1_RecordingData | Document Merge Category 1 | Association > Manage Association | Documents | |
assoc_Document1_RecordingDate | Document Merge Category 1 Date | Association > Manage Association | Documents | |
assoc_Document1_Title | Document Merge Category 1 Title | Association > Manage Association | Documents | |
assoc_Document2_RecordingData | Document Merge Category 2 | Association > Manage Association | Documents | |
assoc_Document2_RecordingDate | Document Merge Category 2 Date | Association > Manage Association | Documents | |
assoc_Document2_Title | Document Merge Category 2 Title | Association > Manage Association | Documents | |
assoc_Document3_RecordingData | Document Merge Category 3 | Association > Manage Association | Documents | |
assoc_Document3_RecordingDate | Document Merge Category 3 Date | Association > Manage Association | Documents | |
assoc_Document3_Title | Document Merge Category 3 Title | Association > Manage Association | Documents | |
assoc_Document4_RecordingData | Document Merge Category 4 | Association > Manage Association | Documents | |
assoc_Document4_RecordingDate | Document Merge Category 4 Date | Association > Manage Association | Documents | |
assoc_Document4_Title | Document Merge Category 4 Title | Association > Manage Association | Documents | |
assoc_Document5_RecordingData | Document Merge Category 5 | Association > Manage Association | Documents | |
assoc_Document5_RecordingDate | Document Merge Category 5 Date | Association > Manage Association | Documents | |
assoc_Document5_Title | Document Merge Category 5 Title | Association > Manage Association | Documents | |
assoc_EMail | The email address of the association | Association > Manage Association | Overview | Overview |
assoc_Fax | Returns the fax number of the association | Association > Manage Association | Overview | Overview |
assoc_FineProcessingDays | Association Fine Processing Days | |||
assoc_FullAddress | Association Full Address | Association > Manage Association | Overview | Overview |
assoc_HearingDate | Association Hearing Date | Association > Manage Association | Violation | Process |
assoc_HearingLocation | Association Hearing Location | Association > Manage Association | Violation | Process |
assoc_HearingTimeframe | Association Hearing Timeframe | Association > Manage Association | Violation | Process |
assoc_Id | Returns the associations internal Id number. From the Advanced Information section in Manage Association > Overview tab | Association > Manage Association | Overview | Overview |
assoc_LateFeePercent | ||||
assoc_LegalEntityDesc | Provides the description of the legal entity. From Manage Association > Overview tab | |||
assoc_LegalName | Legal Name of the Association | Association > Manage Association | Overview | Overview |
assoc_ManagerCredentials | Manager Credentials | Association > Manage Association | Overview | Overview |
assoc_ManagerEmail | Manager Email | Association > Manage Association | Overview | Overview |
assoc_ManagerInitials | Manager Initials | Association > Manage Association | Overview | Overview |
assoc_ManagerName | Manager Name | Association > Manage Association | Overview | Overview |
assoc_ManagerPhone | Manager Phone | Association > Manage Association | Overview | Overview |
assoc_ManagerSignatureImage | Manager Signature | Association > Manage Association | Overview | Overview |
assoc_ManagerTitle | Manager Title | Association > Manage Association | Overview | Overview |
assoc_MasterLegalName | Association Legal Name | Association > Manage Association | Overview | Overview |
assoc_MasterName | Association Master Name | Association > Manage Association | Overview | Overview |
assoc_MgmtCoBranchId | Association Mangement Company Branch ID | |||
assoc_Name | Returns the name field of the association | Association > Manage Association | Overview | Overview |
assoc_NoteGeneral | General Notes | Association > Manage Association | Note | General |
assoc_NoteLedger | Ledger Notes | Association > Manage Association | Note | Ledger |
assoc_NoteOnlinePayment | Online Payment Notes | Association > Manage Association | Note | Online Payment |
assoc_NotePaymentPlan | Payment Plan Notes | Association > Manage Association | Note | Payment Plan |
assoc_NoteWelcomeLetter | Welcome Letter notes | Association > Manage Association | Note | Welcome Letter |
assoc_Phone | The phone number of the association | Association > Manage Association | Overview | Overview |
assoc_PMAssociationId | Property Management Association ID (Internal for the HOA/User defined) | Association > Manage Association | Overview | Overview |
firm_StatementMessage | Firm Statement Message | Association > Manage Association | A/R | Statement |
assoc_PriorHearingDate | Prior Association Hearing date | Association > Manage Association | Violation | Process |
assoc_PriorHearingLocation | Prior Association Hearing location | Association > Manage Association | Violation | Process |
assoc_PriorHearingTimeframe | Prior Association Hearing Timeframe | Association > Manage Association | Violation | Process |
assoc_ProcessingDays | Association Processing days | |||
assoc_State | Association State | Association > Manage Association | Overview | Overview |
assoc_StatementFrequency | Statement Frequency | Association > Manage Association | A/R | Statement |
assoc_StatementPastDueDays | Statement Past Due Days | Association > Manage Association | A/R | Statement |
assoc_Url | Returns the URL for the association | Association > Manage Association | Overview | Overview |
assoc_ZipCode | Association Zip Code | Association > Manage Association | Overview | Overview |
assoc_ZipPlus4 | Association Zip Code + four digits | Association > Manage Association | Overview | Overview |
Owner Account Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
acct_AccountDetail1 | Account Detail 1- Customized Firm Field | Find Account Page | Account Info | Unit Detail |
acct_AccountDetail2 | Account Detail 1- Customized Firm Field | Find Account Page | Account Info | Unit Detail |
acct_AccountDetail3 | Account Detail 1- Customized Firm Field | Find Account Page | Account Info | Unit Detail |
acct_AccountDetail4 | Account Detail 1- Customized Firm Field | Find Account Page | Account Info | Unit Detail |
acct_AccountDetail5 | Account Detail 1- Customized Firm Field | Find Account Page | Account Info | Unit Detail |
acct_AssociationBalance_Table1 | Transactions on Association Ledger 1 | Find Account Page | Transactions | |
acct_AssociationBalance_Table2 | Transactions on Association Ledger 2 | Find Account Page | Transactions | |
acct_AssociationBalance_Table3 | Transactions on Association Ledger 3 | Find Account Page | Transactions | |
acct_AssociationBalance_Table4 | Transactions on Association Ledger 4 | Find Account Page | Transactions | |
acct_AssociationBalance_Table5 | Transactions on Association Ledger 5 | Find Account Page | Transactions | |
acct_AssociationBalance1 | Balance of Association Ledger 1 | Find Account Page | Transactions | |
acct_AssociationBalance2 | Balance of Association Ledger 2 | Find Account Page | Transactions | |
acct_AssociationBalance3 | Balance of Association Ledger 3 | Find Account Page | Transactions | |
acct_AssociationBalance4 | Balance of Association Ledger 4 | Find Account Page | Transactions | |
acct_AssociationBalance5 | Balance of Association Ledger 5 | Find Account Page | Transactions | |
acct_Balance | Balance due on Account- Running Bal | Find Account Page | Transactions | |
acct_Balance_PostPetition | Post Petition Balance | Find Account Page | Bankruptcy | |
acct_Balance_PrePetition | PrePetition Balance | Find Account Page | Bankruptcy | |
acct_Balance_Table | all transactions for account | Find Account Page | Transactions | |
acct_Balance_Table_12mo | all transactions last 12 months for account | Find Account Page | Transactions | |
acct_Balance_Table_24mo | all transactions last 24 months for account | Find Account Page | Transactions | |
acct_Balance_Table_36mo | all transactions last 36 months for account | Find Account Page | Transactions | |
acct_Balance_Table_8Trans | only 8 last main transactions | Find Account Page | Transactions | |
acct_Balance_Table_PosPetition | Post Petition Transactions | Find Account Page | Bankruptcy | |
acct_Balance_Table_PrePetition | PrePetition Transactions | Find Account Page | Bankruptcy | |
acct_Balance_Table_Type | Balances by Trans Type | Find Account Page | Transactions | |
acct_Balance_Table0 | Table 0? | Find Account Page | Transactions | |
acct_Balance_Table1 | all transaction under firm ledger | Find Account Page | Transactions | |
acct_Balance_Table2 | all transaction under firm ledger | Find Account Page | Transactions | |
acct_Balance_Table3 | all transaction under firm ledger | Find Account Page | Transactions | |
acct_Balance_Table4 | all transaction under firm ledger | Find Account Page | Transactions | |
acct_Balance_Table5 | all transaction under firm ledger | Find Account Page | Transactions | |
acct_Balance0 | Balance 0 | Find Account Page | Transactions | |
acct_Balance1 | balance under the firm ledger | Find Account Page | Transactions | |
acct_Balance2 | balance under the firm ledger | Find Account Page | Transactions | |
acct_Balance3 | balance under the firm ledger | Find Account Page | Transactions | |
acct_Balance4 | balance under the firm ledger | Find Account Page | Transactions | |
acct_Balance5 | balance under the firm ledger | Find Account Page | Transactions | |
acct_BalanceAging_Table | Balance Aging Table | Find Account Page | Transactions | |
acct_BalancePlusLateFee | Balance plus scheduled Late Fee | Find Account Page | Transactions | |
acct_BalanceStatement | Balance due on Statement | |||
acct_BalanceStatement_Table | all transactions | |||
acct_BalanceStatementToday_Table | all transactions as of today | |||
acct_BalanceToday | ||||
acct_BalanceToday_Table | all transactions as of today | |||
acct_BalanceToday_Table_8Trans | ||||
acct_BalanceZero_Table | all transactions after balance = 0, if balance !=0 shows all main transactions from beginning | |||
acct_BalanceZeroToday_Table | all transactions after balance = 0 as today | |||
acct_BankAccountId | Account > advance information | |||
acct_FirmFileNo | Firm File Number | Find Account Page | Transactions | Account Overview |
acct_Id | Account ID | Find Account Page | Transactions | Account Overview |
acct_Id_Ledger1 | Firm ledger 1 | Firm > Manage Firm | Field Labels | Firm Ledger Num |
acct_Id_Ledger2 | Firm ledger 2 | Firm > Manage Firm | Field Labels | Firm Ledger Num |
acct_Id_Ledger3 | Firm ledger 3 | Firm > Manage Firm | Field Labels | Firm Ledger Num |
acct_Id_Ledger4 | Firm ledger 4 | Firm > Manage Firm | Field Labels | Firm Ledger Num |
acct_Id_Ledger5 | Firm ledger 5 | Firm > Manage Firm | Field Labels | Firm Ledger Num |
acct_LastPaymentAmount | Last Payment Amount | |||
acct_LastPaymentDate | Last Payment Date | |||
acct_MgmtCoAccountId | Management Company Account ID | |||
acct_MgmtCoFileNo | Management Company File Number (File number) | "File Number" on Account | ||
acct_Name | Account Name field | "Account Name" field | ||
acct_OpenBalance_Table | all transactions with an open amount | |||
acct_OpenBalance_Table1 | Open Balance Ledger 1 | Find Account Page | Transactions | |
acct_OpenBalance_Table2 | Open Balance Ledger 2 | Find Account Page | Transactions | |
acct_OpenBalance_Table3 | Open Balance Ledger 3 | Find Account Page | Transactions | |
acct_OpenBalance_Table4 | Open Balance Ledger 4 | Find Account Page | Transactions | |
acct_OpenBalance_Table5 | Open Balance Ledger 5 | Find Account Page | Transactions | |
acct_OpenBalanceTotal_Table | Open Balance All Ledgers | Find Account Page | Transactions | |
acct_OwnerLegalNameListMulti | Lists the owner's legal name for all contacts on the account on multiple lines | Find Account Page | Contacts Tab | |
acct_OwnerLegalNameListSingle | Lists the owner's legal name for all contacts on the account on a single line, separated by a comma | Find Account Page | Contacts Tab | |
acct_OwnerLegalNameListSingleTitle | Lists the owner's legal name title for all contacts on the account on a single line, separated by a comma | Find Account Page | Contacts Tab | |
acct_PassQRCode | Account QR pass code | Contacts Tab | ||
acct_PortalUserName | Account's Portal User Name | Portals > Community Link > Find Logins | ||
acct_PrimaryAcct_Address | Primary Account address | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_AKA | Primary Account Additional Name | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_CareOf | Primary Account Care Of | Find Account Page | Contacts Tab | Mailing Address |
acct_PrimaryAcct_City | Primary Account City | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_Email1 | Primary Account Email | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_Email2 | Primary Account Secondary Email | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_Fax | Primary Account Fax Number | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_FirstName | Primary Account First Name | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_LastName | Primary Account Last Name | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_LegalName | Primary Account Legal Name (Full) | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_LegalNameTitle | Primary Account Legal Name Title | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_MiddleName | Primary Account Middle Name | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_Mobile | Primary Account Mobile Number | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_Name | Primary Account Name | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_NameAddress | Primary Account Name & Address (works only if account contact has Mailing or Regular checkbox) | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_NameAddressVia | Via Certified or First Class (Mailing Settings) | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_Phone1 | Primary Account Phone number | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_Phone2 | Secondary phone | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_PostalCode | Primary Account Postal Code | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_SentVia | Primary Account Sent Via | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_State | Primary Account State | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_StreetAddress | Primary Account Street Address | Find Account Page | Contacts Tab | Contact |
acct_PrimaryAcct_ZipPlus4 | Primary Account Zip code + 4 digits | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_Address | Primary Tenant Adress | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_AKA | Additional name of Primary Tenant | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_CareOf | Primary Tenant Care of field | Find Account Page | Contacts Tab | Mailing Address |
acct_PrimaryTenant_City | Primary Tenant City | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_Email1 | Primary Tenant Eamil | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_Email2 | Additional Primary Tenant Email | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_Fax | Primary Tenant Fax | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_FirstName | Primary Tenant First Name | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_LastName | Primary Tenant Last Name | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_LegalName | Primary Tenant Legal Name | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_LegalNameTitle | Primary Tenant Title | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_MiddleName | Primary Tenant Middle Name | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_Mobile | Mobile Number For The Primary Tenant | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_Name | Primary Tenant Name | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_NameAddress | Primary Tenant Name and Address | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_NameAddressVia | Via Certified or First Class (Mailing Settings) | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_Phone1 | Primary Tenant Phone Number | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_Phone2 | Primary Tenant Alternate Phone Number | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_PostalCode | Primary Tenant Postal Code | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_SentVia | Primary Tenant Sent Via | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_State | Primary Tenant State | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_StreetAddress | Primary Tenant Street Address | Find Account Page | Contacts Tab | Contact |
acct_PrimaryTenant_ZipPlus4 | Primary Tenant Zip code + 4 digits | Find Account Page | Contacts Tab | Contact |
acct_SentVia | ||||
acct_SpecialAssessmentTable | ||||
acct_UnitAddress | Unit Address on account | Find Account Page | Account Info | Unit Detail |
acct_UnitCity | Unit's city on account | Find Account Page | Account Info | Unit Detail |
acct_UnitCounty | Unit County | Find Account Page | Account Info | Unit Detail |
acct_UnitDetail1 | Unit Detail 1 | Find Account Page | Account Info | Unit Detail |
acct_UnitDetail2 | Unit Detail 2 | Find Account Page | Account Info | Unit Detail |
acct_UnitDetail3 | Unit Detail 3 | Find Account Page | Account Info | Unit Detail |
acct_UnitDetail4 | Unit Detail 4 | Find Account Page | Account Info | Unit Detail |
acct_UnitDetail5 | Unit Detail 5 | Find Account Page | Account Info | Unit Detail |
acct_UnitDoor | The door number tied to the Unit | Find Account Page | Account Info | Unit Information |
acct_UnitFullAddress | Unit full address | Find Account Page | Account Info | Unit Information |
acct_UnitFullZipCode | Unit Zip Code | Find Account Page | Account Info | Unit Information |
acct_UnitLegalDesc | Unit Legal Description | Find Account Page | Account Info | Unit Information |
acct_UnitLot | Unit Lot # | Find Account Page | Account Info | Unit Information |
acct_UnitParcel | Unit Parcel Code | Find Account Page | Account Info | Unit Information |
acct_UnitPostalCode | Unit Postal Code | Find Account Page | Account Info | Unit Information |
acct_UnitSection | Unit Section | Find Account Page | Account Info | Unit Information |
acct_UnitSectionName | Unit Section Name | Find Account Page | Account Info | Unit Information |
acct_UnitState | Unit State | Find Account Page | Account Info | Unit Information |
acct_UnitStreetName | Unit Street Name | Find Account Page | Account Info | Unit Information |
acct_UnitStreetNumber | Unit Street Number | Find Account Page | Account Info | Unit Information |
acct_UnitZipPlus4 | Unit Zip Code + 4 digits | Find Account Page | Account Info | Unit Information |
acct_VisitorPassId | Association Vistor Pass ID | |||
owner_BirthYear | Owner Birth Year | Find Account Page | Account Info | Contacts |
owner_primaryOwner_AKA | Owner AKA name | Find Account Page | Account Info | Contacts |
owner_primaryOwner_AltEmail | Owner Alternate Email address | Find Account Page | Account Info | Contacts |
owner_primaryOwner_AltPhone | Owner Alternate Phone Number | Find Account Page | Account Info | Contacts |
owner_primaryOwner_CompanyName | Owner Company Name | Find Account Page | Account Info | Contacts |
owner_primaryOwner_Email | Owner Email address | Find Account Page | Account Info | Contacts |
owner_primaryOwner_Fax | Owner Fax Number | Find Account Page | Account Info | Contacts |
owner_primaryOwner_LegalName | Owner Legal Name | Find Account Page | Account Info | Contacts |
owner_primaryOwner_LegalNameTitle | Owner Legal Title | Find Account Page | Account Info | Contacts |
owner_primaryOwner_Mobile | Owner Mobile Phone Number | Find Account Page | Account Info | Contacts |
owner_primaryOwner_Name | Owner Name | Find Account Page | Account Info | Contacts |
owner_primaryOwner_Phone | Owner Phone Number | Find Account Page | Account Info | Contacts |
owner_primaryOwner_SSN | Owner Social Security Number | Find Account Page | Account Info | Contacts |
owner_primaryOwner_SSN_Last4 | Owner Social Security Number-Last 4 digits | Find Account Page | Account Info | Contacts |
Accounts Receivable Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
assoc_AssessmentFrequency | Asssociation Assesment Frequency | Association > Manage Association | A/R | Statement |
acct_RecurringChargeDesc | Description of Recurring Charge | Accounting > A/R > Recurring Charges > Manage Recurring Charges | Account Charge | |
assoc_DelinquencyCharge1 | Delinquency Charge 1 | Association > Manage Association | A/R | Delinquency Charges |
assoc_DelinquencyCharge2 | Delinquency Charge 2 | Association > Manage Association | A/R | Delinquency Charges |
assoc_DelinquencyCharge3 | Delinquency Charge 3 | Association > Manage Association | A/R | Delinquency Charges |
assoc_DelinquencyCharge4 | Delinquency Charge 4 | Association > Manage Association | A/R | Delinquency Charges |
assoc_DelinquencyCharge5 | Delinquency Charge 5 | Association > Manage Association | A/R | Delinquency Charges |
ar_FirmStatementDatePlusDeliActionDays1 | Statement Date plus Del. Action Days 1 | Association > Manage Association | A/R | Delinquency Action Days |
ar_FirmStatementDatePlusDeliActionDays2 | Statement Date plus Del. Action Days 2 | Association > Manage Association | A/R | Delinquency Action Days |
ar_FirmStatementDatePlusDeliActionDays3 | Statement Date plus Del. Action Days 3 | Association > Manage Association | A/R | Delinquency Action Days |
ar_FirmStatementDatePlusDeliActionDays4 | Statement Date plus Del. Action Days 4 | Association > Manage Association | A/R | Delinquency Action Days |
ar_FirmStatementDatePlusDeliActionDays5 | Statement Date plus Del. Action Days 5 | Association > Manage Association | A/R | Delinquency Action Days |
ar_FirmStatementPastDueDate | Past Due Date | Association > Manage Association | A/R | Statement |
ar_FirmStatementDate | Statement Date | Association > Manage Association | A/R | Statement |
acct_AllAssessmentsTable | ||||
acct_AssessmentTable | ||||
acct_CouponItem1PlusLateFee | Coupon Trans Type 1 plus Late Fee | A/R > Manage Firm Trans Type | Overview | |
acct_CouponItem1 | Coupon Trans Type 1 | A/R > Manage Firm Trans Type | Overview | |
acct_CouponItem2 | Coupon Trans Type 2 | A/R > Manage Firm Trans Type | Overview | |
acct_CouponItem3 | Coupon Trans Type 3 | A/R > Manage Firm Trans Type | Overview | |
acct_CouponItem4 | Coupon Trans Type 4 | A/R > Manage Firm Trans Type | Overview | |
acct_CouponItemTotal | Total of all Coupon Items | A/R > Manage Firm Trans Type | Overview | |
acct_CouponLateFee | Late Fee to Appear on Coupon | A/R > Manage Firm Trans Type | Overview | |
acct_CurrentAssessmentAmount | Assessment Amount Current Period | Association > Manage Association | A/R | Statement |
acct_CurrentAssessmentEndDate | Assessment Current Period cut off date | Association > Manage Association | A/R | Statement |
acct_Id_AssociationLedger1 | Association Ledger 1 | Association> Manage Association | A/R | Ledger Num |
acct_Id_AssociationLedger2 | Association Ledger 2 | Association> Manage Association | A/R | Ledger Num |
acct_Id_AssociationLedger3 | Association Ledger 3 | Association> Manage Association | A/R | Ledger Num |
acct_Id_AssociationLedger4 | Association Ledger 4 | Association> Manage Association | A/R | Ledger Num |
acct_Id_AssociationLedger5 | Association Ledger 5 | Association> Manage Association | A/R | Ledger Num |
acct_NextAssessmentAmount | Next Assessment Amount | Association > Manage Association | A/R | Statement |
acct_NextAssessmentStartDate | Next Assessment Due Date | Association > Manage Association | A/R | Statement |
Violations Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
vio_Assigned_CCRSection | Violation Assigned CCR Section (Covenants, Conditions, and Restrictions) | Activities > Violations > Setup > Manage Association Violation Type | CCR Section | |
vio_Assigned_Description | Description of the assigned violation | Activities > Manage Violation | ||
vio_Assigned_Misc | Activities > Manage Violation | |||
vio_Assigned_Resolution | Assigned Violation Resolution (Last Action) | Activities > Manage Violation | ||
vio_Assigned_Title | Assigned Violation Title (Name) | Activities > Manage Violation | ||
vio_CCRSection | Violation Covenants, Conditions, and Restrictions Section | Activities > Manage Violation | CCR Section | |
vio_ComplianceAction | Violation Compliance Action | Activities > Manage Violation | Violation | General |
vio_ComplianceDate | Violation Compliance Date | Activities > Manage Violation | Violation | General |
vio_CreateDate | Creation date of the violation | Activities > Manage Violation | Violation | General |
vio_CreateDatePlusResDays1 | Create Date + Resolution Days in Field 1 | Activities > Violations > Setup > Manage Association Violation Type | Resolution Days | |
vio_CreateDatePlusResDays2 | Create Date + Resolution Days in Field 2 | Activities > Violations > Setup > Manage Association Violation Type | Resolution Days | |
vio_CreateDatePlusResDays3 | Create Date + Resolution Days in Field 3 | Activities > Violations > Setup > Manage Association Violation Type | Resolution Days | |
vio_CreateDatePlusResDays4 | Create Date + Resolution Days in Field 4 | Activities > Violations > Setup > Manage Association Violation Type | Resolution Days | |
vio_CreateDatePlusResDays5 | Create Date + Resolution Days in Field 5 | Activities > Violations > Setup > Manage Association Violation Type | Resolution Days | |
vio_Description | Description of the Violation | Activities > Manage Violation | ||
vio_Fine1 | Violation Fine Amount Field 1 | Activities > Violations > Setup > Manage Association Violation Type | Violation Fines | |
vio_Fine2 | Violation Fine Amount Field 2 | Activities > Violations > Setup > Manage Association Violation Type | Violation Fines | |
vio_Fine3 | Violation Fine Amount Field 3 | Activities > Violations > Setup > Manage Association Violation Type | Violation Fines | |
vio_Fine4 | Violation Fine Amount Field 4 | Activities > Violations > Setup > Manage Association Violation Type | Violation Fines | |
vio_Fine5 | Violation Fine Amount Field 5 | Activities > Violations > Setup > Manage Association Violation Type | Violation Fines | |
vio_FormFields | Additional violation form fields | Activities > Manage Violation | General | |
vio_HearingDate | Hearing date for violation | Activities > Manage Violation | Process | |
vio_HearingLocation | Location of the violatioin hearing | Activities > Manage Violation | Process | |
vio_HearingTimeframe | Timeframe of the violation hearing | Activities > Manage Violation | Process | |
vio_id | Violation ID | Activities > Manage Violation | ||
vio_ImageAll_table | Table of all existing violation images | Activities > Manage Violation | ||
vio_ImageAll_table2col | ||||
vio_ImageAllDT_table | Violation Image W/ Date and Time | Activities > Manage Violation > | ||
vio_ImageAllDT_table2col | ||||
vio_ImageLast5Days_table | ||||
vio_ImageLast5Days_table2col | ||||
vio_ImageLast5DaysDT_table | ||||
vio_ImageLast5DaysDT_table2col | ||||
vio_ImageMain | Main Violation Image | Activities > Manage Violation | Images | |
vio_ImageMainDate | Main Violation Image Date | Activities > Manage Violation | ||
vio_ImageMainDT | Data Table for the main violation Image | Activities > Manage Violation | ||
vio_InspectionDate | Current inspection date for the Violation | Activities > Manage Violation | General | |
vio_InspectionIntro | Introduction into violation inspection | |||
vio_LastReinspectionDate | The last inspection date of the violation | Activities > Manage Violation | Reinspections | |
vio_LastReinspectionDescription | Description of the last re-inspection | Activities > Manage Violation | Reinspections | |
vio_LastReinspectionImage | Image(S) utilized during the last inspection | Activities > Manage Violation | Reinspections | |
vio_location | Location of Violation | Activities > Manage Violation | General | |
vio_LocationTitle | Violation Location Title | Activities > Manage Violation | General | |
vio_Multiple_Table | Multiple Violation Table | Activities > Violations > Setup > Manage Association Violation Type | Add Mutiple | |
vio_MultipleCompliance_Table | ||||
vio_MultipleImg_Table | Displays multiple violation images in a table format | Activities > Manage Violation > | ||
vio_MultipleTitleRes_Table | ||||
vio_MultipleTitleResImg_Table | ||||
vio_PriorHearingDate | Prior hearing date for violation | Activities > Manage Violation | Process | |
vio_PriorHearingLocation | Prior hearing violation location | Activities > Manage Violation | Process | |
vio_PriorHearingTimeframe | Time frame between current hearing and prior hearing | Activities > Manage Violation | Process | |
vio_Reinspection_table | Table of the various re-inspections | Activities > Manage Violation | Reinspection | |
vio_ReinspectionAction_table | ||||
vio_RemoveFine | Removal of violation fine | Activities > Manage Violation | Process | |
vio_RequestHearing | Request for violation hearing | Activities > Manage Violation | Process | |
vio_RequestReinspection | Request for violation re-inspection | Activities > Manage Violation | Process | |
vio_Resolution | The resolution of the violation | "Resolution" Field | ||
vio_ResolutionDate | Resolution Date of violation | "Compliance Date" Field | ||
vio_subtype_CCRSection | Covenants, Conditions, and Restrictions section of the Violation Sub-type | Activities > Violations > Setup > Manage Association Violation Type | Violation Sub-Type | Violation Note |
vio_subtype_Description | Desription of the violation subtype | Activities > Violations > Setup > Manage Association Violation Type | Violation Sub-Type | Violation Note |
vio_subtype_Resolution | Resolution of the Violation Sub-Types | Activities > Violations > Setup > Manage Association Violation Type | Violation Sub-Type | Violation Note |
vio_subtype_resolutionDays | Resolution days of the violation sub-type | Activities > Violations > Setup > Manage Association Violation Type | Violation Sub-Type | General Tab |
vio_subtype_resolutionDays1 | Returns the Resolution Days 1 from the Violation | Activities > Violations > Setup > Manage Association Violation Type | Violation Sub-Type | General Tab |
vio_subtype_resolutionDays2 | Returns the Resolution Days 2 from the Violation | Activities > Violations > Setup > Manage Association Violation Type | Violation Sub-Type | General Tab |
vio_subtype_resolutionDays3 | Returns the Resolution Days 3 from the Violation | Activities > Violations > Setup > Manage Association Violation Type | Violation Sub-Type | General Tab |
vio_subtype_resolutionDays4 | Returns the Resolution Days 4 from the Violation | Activities > Violations > Setup > Manage Association Violation Type | Violation Sub-Type | General Tab |
vio_subtype_resolutionDays5 | Returns the Resolution Days 5 from the Violation | Activities > Violations > Setup > Manage Association Violation Type | Violation Sub-Type | General Tab |
vio_subtype_Title | Title of the Violation Sub-types | Activities > Violations > Setup > Manage Association Violation Type | Violation Sub-Type | Violation Note |
vio_Title | Title of the violation | Activities > Violations > Setup > Manage Association Violation Type | General | Violation Type |
vio_Type_Description | Description of Violation Type | Activities > Violations > Setup > Manage Association Violation Type | General | Violation Type |
vio_TypeTitle | Title of Violation type | Activities > Violations > Setup > Manage Association Violation Type | General | Violation Type |
vio_ViolationStatus | Provides the current status of the violation | Activities > Manage Violation | General |
Architectural Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
arc_DisclaimerText | Returns the information in the Disclaimer Text field. From Manage Association > ARC tab. | Activities > Architecturals > Manage ARC Plan | ARC Plan | General |
arc_id | Returns the internal ID for the ARC plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | General |
ARC_ProjMngrEmail | ARC Project Manager Email Address | Activities > Architecturals > Manage ARC Plan | ARC Plan | |
ARC_ProjMngrName | ARC Project Manager Name | Activities > Architecturals > Manage ARC Plan | ARC Plan | |
ARC_ProjMngrPhone | ARC Project Manager Phone Number | Activities > Architecturals > Manage ARC Plan | ARC Plan | |
ARCPlan_Chairman_Notes | ARC Plan Chairman's Notes | Activities > Architecturals > Manage ARC Plan | ARC Plan | |
ARCPlan_Chairman_PlanStatus | ARC Chairman Plan Status | Activities > Architecturals > Manage ARC Plan | ARC Plan | |
ARCPlan_ContractorEmail | ARC Plan Contractor Email | Activities > Architecturals > Manage ARC Plan | ARC Plan | Contractor |
ARCPlan_ContractorName | ARC Plan Contractor Name | Activities > Architecturals > Manage ARC Plan | ARC Plan | Contractor |
ARCPlan_ContractorPhone | ARC Plan Contractor Phone Number | Activities > Architecturals > Manage ARC Plan | ARC Plan | Contractor |
ARCPlan_CreateDate | ARC Plan Create Date | Activities > Architecturals > Manage ARC Plan | ARC Plan | ARC Dates |
ARCPlan_DepositAmount | Deposit Amount Paid | Activities > Architecturals > Manage ARC Plan | ARC Plan | Deposit |
ARCPlan_DepositRefundAmount | Deposit Amount to be Refunded | Activities > Architecturals > Manage ARC Plan | ARC Plan | Deposit |
ARCPlan_Desc | Description Of ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | General |
ARCPlan_EndDate | End Date For the ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | Contractor |
ARCPlan_FinalResolutionDate | Final Resolution Date ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | ARC Dates |
ARCPlan_Manager_Resolution | Manager Resolution of ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | ARC Dates |
ARCPlan_ManagerResolutionDate | Manager Resolution Date ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | ARC Dates |
ARCPlan_MeetingDate | Meeting Date for ARC Plans | Activities > Architecturals > Manage ARC Plan | ARC Plan | Committee Meeting |
ARCPlan_MeetingLocation | Meeting Location of ARC Plans | Activities > Architecturals > Manage ARC Plan | ARC Plan | Committee Meeting |
ARCPlan_MeetingTime | Meeting Time For ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | Committee Meeting |
ARCPlan_MgmtCo_Notes | Management Company Notes on ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | Manager Resolution |
ARCPlan_ReceivedDate | Received Date of ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | Submit Date |
ARCPlan_ScheduledEndDate | Scheduled End Date ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | Construction |
ARCPlan_ScheduledStartDate | Scheduled Start Date ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | Construction |
ARCPlan_StartDate | Start Date of ARC Plan | Activities > Architecturals > Manage ARC Plan | ARC Plan | |
ARCPlan_Stipulation | ARC Plan Stipulation | Activities > Architecturals > Manage ARC Plan | ARC Plan | Final Resolution |
ARCPlan_Title | ARC Plan Title | Activities > Architecturals > Manage ARC Plan | ARC Plan | General |
ARCPlan_TypeTitle | ARC Plan Type Title | Activities > Architecturals > Manage ARC Plan | ARC Plan | General |
assoc_ARCInitials | ARC Initials | Association > Manage Association | ARC | Misc. |
assoc_ARCMeetingDate | Meeting Date for ARC Committee | Association > Manage Association | ARC | Committee Meeting |
assoc_ARCMeetingLocation | Meeting Location for ARC Committee | Association > Manage Association | ARC | Committee Meeting |
assoc_ARCMeetingTime | Meeting Time for ARC Committee | Association > Manage Association | ARC | Committee Meeting |
assoc_ARCName | ARC Name | Association > Manage Association | ARC | Misc. |
Portals Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
assoc_PortalCommunityCode | Portal Community Code | Portals > Community Link > Manage Portals | ||
assoc_PortalURL | Portal URL | Portals > Community Link > Manage Portals |
Passes Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
pass_Category | Category of Pass | Activities > Passes > Manage Passes | ||
pass_EndDate | End date of the pass | Activities > Passes > Manage Passes | ||
pass_FormFields | Pass Form Fields | Activities > Passes > Manage Passes | ||
pass_Id | Pass ID | Activities > Passes > Manage Passes | ||
pass_IdBarcode | Activities > Passes > Manage Passes | |||
pass_Image | Image on the pass | Activities > Passes > Manage Passes | ||
pass_Name | Name on the pass | Activities > Passes > Manage Passes | ||
pass_Note | Note on the pass | Activities > Passes > Manage Passes | ||
pass_Status | Status of the Pass (Active/Deactive) | Activities > Passes > Manage Passes | ||
pass_Type | Type of Pass | Activities > Passes > Manage Passes |
Concierge Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
tracking_Date | Tracking Date | Activities > Concierge > Manage Tracking | General | |
tracking_Description | Tracking Description | Activities > Concierge > Manage Tracking | General | |
tracking_id | Tracking ID | Activities > Concierge > Manage Tracking | General | |
tracking_Title | Tracking Title (Name) | Activities > Concierge > Manage Tracking | General | |
tracking_Type | Tracking Type | Activities > Concierge > Manage Tracking | General | |
unit_GateDirections | ||||
unit_SectionUnitType_Note1 | Returns the Note1 field from the Section Unit Type | |||
unit_SectionUnitType_Note2 | Returns the Note2 field from the Section Unit Type | |||
vg_VisitorName | Visitor/Guest Name | Conceirge > Visitors | ||
vh_License | Vehicle Lisence Number | Conceirge >Visitors |
Work Orders Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
wo_ApprovalNote | Approval Note | Activities > Work Orders > Manage Work Orders | Details | Approvals |
wo_ApprovedBy | Will return the name of the approver of the Work Order | Activities > Work Orders > Manage Work Orders | ||
wo_CommonArea | Common Area checkbox | Activities > Work Orders > Manage Work Orders | Details | Approvals |
wo_CompletedDate | The date the Work Order was completed | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_CompletedHours | Hours it took to complete the Work Order | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_CompletedNote | Returns the note in the Completed field of the Work Order | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_CreateDate | The date the Work Order was created | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_CreatedBy | Returns who created the Work Order | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_CreateTime | Returns the timestamp of when the Work Order created | Activities > Work Orders > Manage Work Orders | ||
wo_Description | Description field of the Work Order | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_EndDate | End date on the Work Order | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_FormFields | Text in Form Field | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_Id | Returns the internal Id number for the Work Order | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_ImageAll_table | Activities > Work Orders > Manage Work Orders | |||
wo_ImageMain | Provides the first uploaded to the Work Order | Activities > Work Orders > Manage Work Orders | Details | Images |
wo_LocationDescription | Location Description | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_Priority | Priority field from the Work Order | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_Source | Source of the Work order | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_StartDate | Start date that was input on the Work Order | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_SubType | The subtype of the Work Order type | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_Title | The title of the Work Order | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_Type | Work Order Type | Activities > Work Orders > Manage Work Orders | Details | Completed |
wo_VendorAddress | Address of the assigned Vendor | Firm > Manage Vendor | General | |
wo_VendorEmail | Email address of assigned Vendor | Firm > Manage Vendor | General | |
wo_VendorFax | Provides the fax number of the assigned Vendor | Firm > Manage Vendor | General | |
wo_VendorName | Vendor assigned to the Work Order | Activities > Work Orders > Manage Work Orders | Details | Assign |
wo_VendorNameAddress | Returns the name and address of the Vendor | Firm > Manage Vendor | General | |
wo_VendorPhone | The assigned Vendor's phone number | Firm > Manage Vendor | General |
Action Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
Action_DocMergeAddress | (Action Type settings) - Address | Firm > Manage Action Types | ||
action_DocMergeName | (Action Type settings) - Name | Firm > Manage Action Types | ||
action_DocMergeNameAddress | (Action Type settings) - Name & Address | Firm > Manage Action Types | ||
action_Finalized_Table | List of finalize actions for that matter (Vio/ARC) | Firm > Manage Action Types | ||
ActionCreateDatePlusDeliActionDays1 | ||||
ActionCreateDatePlusDeliActionDays2 | ||||
ActionCreateDatePlusDeliActionDays3 | ||||
ActionCreateDatePlusDeliActionDays4 | ||||
ActionCreateDatePlusDeliActionDays5 |
Banking Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
bank_BankAssociationId | Association ID used by Bank for routing payments | Banking > Manage Bank Account | Bank Integration | |
bank_BankMgmtCoId | Bank Management Company ID | |||
bank_CouponScanLine | bank_CouponScanLine | |||
bank_CouponScanLineCouponItem1 | Coupon Scan Line Item 1 | |||
bank_CouponScanLineCouponItem2 | Coupon Scan Line Item 2 | |||
bank_CouponScanLineCouponItem3 | Coupon Scan Line Item 3 | |||
bank_CouponScanLineCouponItem4 | Coupon Scan Line Item 4 | |||
bank_LockboxAddress | Lockbox Address | Banking > Manage Bank | Lockbox Address | |
bank_LockboxAddress1 | Lockbox Address Line 1 | Banking > Manage Bank | Lockbox Address | |
bank_LockboxAddress2 | Lockbox Address Line 2 | Banking > Manage Bank | Lockbox Address | |
bank_LockboxAddressCSZ | Lockbox Address Line 3 | Banking > Manage Bank | Lockbox Address | |
cct_BalanceToday_Table | ||||
CL_Address | Certified Label address | |||
CL_Address CreateDate |
Accounts Payable Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
ap_AccountAddress | ||||
ap_BankAddress | ||||
ap_CheckAddress1 | Return Address on Check Line 1 | Association > Manage Association | Overview | Detailed Information |
ap_CheckAddress2 | Return Address on Check Line 2 | Association > Manage Association | Overview | Detailed Information |
ap_CheckAddress3 | Return Address on Check Line 3 | Association > Manage Association | Overview | Detailed Information |
ap_CheckAddress4 | Return Address on Check Line 4 | Association > Manage Association | Overview | Detailed Information |
ap_CheckAmount | Accounting > A/P > Process Check | |||
ap_CheckAmountWords | Accounting > A/P > Process Check | |||
ap_CheckBankAddress1 | Bank Address Line 1 | Banking > Manage Bank Account | Account | |
ap_CheckBankAddress2 | Bank Address Line 2 | Banking > Manage Bank Account | Account | |
ap_CheckBankAddress3 | Bank Address Line 3 | Banking > Manage Bank Account | Account | |
ap_CheckBankName | Bank Name | Banking > Manage Bank Account | Account | |
ap_CheckDate | Check Date | Accounting > A/P > Process Check | ||
ap_CheckFractionNumber | Check Fraction Number | Accounting > A/P > Process Check | ||
ap_CheckMemo | Check Memo | Accounting > A/P > Process Check | ||
ap_CheckMICRLine | Check MICR Line | Accounting > A/P > Process Check | ||
ap_CheckNumber | Check Number | Accounting > A/P > Process Check | ||
ap_CheckPayeeName | Check Payee | Accounting > A/P > Process Check | ||
ap_CheckPayeeNameAddress | Check Payee Address | Accounting > A/P > Process Check | ||
ap_CheckRemittance_GLDistribution | Check GL Distribution | Accounting > A/P > Process Check | ||
ap_CheckRemittance_Table | Check all Invoices Paid | Accounting > A/P > Process Check | ||
ap_CheckRemittance_TableBalance | Check Total Paid | Accounting > A/P > Process Check | ||
ap_CheckSignatureImage | Bank Account 1st Signature Image | Banking > Manage Bank Account | Account | |
ap_CheckSignatureImage2 | Bank Account 2nd Signature Image | Banking > Manage Bank Account | Account | |
voucher_AccountNo | Account Number with Vendor | Accounting/A/P/Manage Invoice | ||
voucher_DueDate | Invoice Due Date | Accounting/A/P/Manage Invoice | ||
voucher_GLDistribution_Table | General Ledger Distribution for the Invoice | Accounting/A/P/Manage Invoice | ||
voucher_InvoiceAmount | Invoice Amount | Accounting/A/P/Manage Invoice | ||
voucher_InvoiceDate | Invoice Date | Accounting/A/P/Manage Invoice | ||
voucher_InvoiceNo | Invoice Number | Accounting/A/P/Manage Invoice | ||
voucher_Reference | Reference for Strongroom Integration | Accounting/A/P/Manage Invoice | ||
voucher_VendorName | Vendor Name (Payee) | Accounting/A/P/Manage Invoice |
Misc. Merge Fields | ||||
Field Name | Description | Menu Navigation | Tab | Section / Tab2 |
CreateDate | Create Date of the Action Type document (Today's date when letters are generated) | |||
CreateDatePlus10Days | Create Date of the document + 10 days | |||
CreateDatePlus14Days | ||||
CreateDatePlus15Days | Create Date of the document + 15 business days | |||
CreateDatePlus1BusinessDay | Create Date of the document + 1 business day | |||
CreateDatePlus1Day | Create Date of the document + 1 day | |||
CreateDatePlus20Days | Create Date of the document + 20 days | |||
CreateDatePlus25Days | Create Date of the document + 25 days | |||
CreateDatePlus2BusinessDays | Create Date of the document + 2 business days | |||
CreateDatePlus2Days | Create Date of the document + 2 days | |||
CreateDatePlus30Days | Create Date of the document + 30 days | |||
CreateDatePlus35Days | Create Date of the document + 35 days | |||
CreateDatePlus3BusinessDays | Create Date of the document + 3 business days | |||
CreateDatePlus3Days | Create Date of the document + 3 days | |||
CreateDatePlus40Days | Create Date of the document + 40 days | |||
CreateDatePlus45Days | Create Date of the document + 45 days | |||
CreateDatePlus50Days | Create Date of the document + 50 days | |||
CreateDatePlus55Days | Create Date of the document + 55 days | |||
CreateDatePlus5Days | Create Date of the document + 5 days | |||
CreateDatePlus60Days | Create Date of the document + 60 days | |||
CreateDatePlus65Days | Create Date of the document + 65 days | |||
CreateDatePlus70Days | Create Date of the document + 70 days | |||
CreateDatePlus75Days | Create Date of the document + 75 days | |||
CreateDatePlus80Days | Create Date of the document + 80 days | |||
CreateDatePlus85Days | Create Date of the document + 85 days | |||
CreateDatePlus90Days | Create Date of the document + 90 days | |||
CreateDatePlus95Days | Create Date of the document + 95 days | |||
CreateDatePlusResolutionDays1 | Create Date of the Doc + Resolution Days Field 1 | |||
CreateDatePlusResolutionDays2 | Create Date of the Doc + Resolution Days Field 2 | |||
CreateDatePlusResolutionDays3 | Create Date of the Doc + Resolution Days Field 3 | |||
CreateDatePlusResolutionDays4 | Create Date of the Doc + Resolution Days Field 4 | |||
CreateDatePlusResolutionDays5 | Create Date of the Doc + Resolution Days Field 5 | |||
CreateDateValidThrough | Create Date Valid Through (Date Range) | |||
FirstDayOfCurrentMonth | Returns the first day of the current month | |||
FirstDayOfCurrentYear | The first day of the current year | |||
FirstDayofNext10Month | ||||
FirstDayofNext11Month | ||||
FirstDayofNext12Month | ||||
FirstDayofNext1Month | ||||
FirstDayofNext2Month | ||||
FirstDayofNext3Month | ||||
FirstDayofNext4Month | ||||
FirstDayofNext5Month | ||||
FirstDayofNext6Month | ||||
FirstDayofNext7Month | ||||
FirstDayofNext8Month | ||||
FirstDayofNext9Month | ||||
FirstDayOfNextMonth | Returns the first day of the next month | |||
FirstDayOfNextQuarter | Returns the first day of the next quarter | |||
FirstDayOfNextYear | Returns the first day of the next year | |||
LastDayOfCurrentMonth | Returns the last day of the current month | |||
LastDayOfCurrentYear | Returns the last day of the current year | |||
LastDayOfNextMonth | Provides the last day of the next month | |||
LastDayOfNextQuarter | Provides the last day of the next quarter | |||
LastDayOfNextYear | Returns the last day of the next year | |||
meet_AppliedTimeZoneShortTitle | ||||
meet_EntryQRCode | ||||
meet_Location | ||||
meet_MeetingDate | ||||
meet_Title | ||||
Prior_Month_Name |