Merge Fields Used in Word Documents for Mail Merge
How do I add Merge Fields to a Word Document?
Merge Fields can be added to a Word document and then uploaded into ServiceMonster, in order to achieve a mail merge.
- Open the Word document.
- Start typing the document as normal:
- It is easier to add a merge field to a finished sentence than to add them as they come up.
- Place a symbol where you plan on using a merge field, such as * or << >>.
- Chose one of the options below:
- Word – pre-2007: Click on the Insert menu and select Field.
- Word – 2007 and newer: Click on the Insert menu and choose Quick Parts and then Field.
- From the Field Names list, select MergeField.
- Enter the value from the Merge Field table below into the Field Name box. The value should be entered exactly as shown below.
- Click OK. The Merge Field Output will be entered into the Word document.
Account Records
Merge Field Names | Merge Field Output
ACCOUNT_TYPE«ACCOUNT_TYPE»
ACQUISITION_DATE«ACQUISITION_DATE»
ADDRESS«ADDRESS»
ADDRESS2«ADDRESS2»
BUSINESS_NAME«BUSINESS_NAME»
CITY«CITY»
COUNTY«COUNTY»
COUNTRY«COUNTRY»
EMAIL«EMAIL»
FAX«FAX»
FIRST_NAME«FIRST_NAME»
LAST_NAME«LAST_NAME»
LAST_INVOICE_AMT«LAST_INVOICE_AMT»
LAST_INVOICE_DATE«LAST_INVOICE_DATE»
LAST_REFERRAL_DATE«LAST_REFERRAL_DATE»
LAST_REFERRED_CUSTOMER«LAST_REFERRED_CUSTOMER»
NEXT_JOB_DATE«NEXT_JOB_DATE»
NEXT_JOB_TIME«NEXT_JOB_TIME»
PHONE«PHONE»
PHONE2«PHONE2»
STATE«STATE»
SALUTATION«SALUTATION»
ZIP«ZIP»
CUSTOM_FIELD1«CUSTOM_FIELD1»
CUSTOM_FIELD2«CUSTOM_FIELD2»
CUSTOM_FIELD3«CUSTOM_FIELD3»
CUSTOM_FIELD4«CUSTOM_FIELD4»
CUSTOM_FIELD5«CUSTOM_FIELD5»
CUSTOM_FIELD6«CUSTOM_FIELD6»
CUSTOM_FIELD7«CUSTOM_FIELD7»
CUSTOM_FIELD8«CUSTOM_FIELD8»
CUSTOM_FIELD9«CUSTOM_FIELD9»
CUSTOM_FIELD10«CUSTOM_FIELD10»
Company Information
Merge Field Names Merge Field Output
CURRENT_DATE«CURRENT_DATE»
COMPANY_NAME«COMPANY_NAME»
COMPANY_ADDRESS«COMPANY_ADDRESS»
COMPANY_ADDRESS2«COMPANY_ADDRESS2»
COMPANY_CITY«COMPANY_CITY»
COMPANY_FAX«COMPANY_FAX»
COMPANY_PHONE«COMPANY_PHONE»
COMPANY_PHONE2«COMPANY_PHONE2»
COMPANY_STATE«COMPANY_STATE»
COMPANY_WEBSITE«COMPANY_WEBSITE»
COMPANY_ZIP«COMPANY_ZIP»