The following fields are available for use in mail merge templates.

If you use a field but there is no data for the client, Redtail CRM will return a blank value and your MS Word document will ignore that particular field.

Important Note: You should always use the Address1, Address2, and Address3 fields together to create a proper address block.

Common Fields For Any Mail Merge Document Templates

Name -Client's full name (ie: Mr. Bill A Blake, Jr.)

Salutation -Returns the client's salutation (Mr., Mrs., etc)

Firstname

Middlename

MiddleInitial

Lastname

Suffix

Designation

Nickname

JobTitle

CompanyName -If the client record is not an Individual Type record, then the name field will be returned. This field is not the same as the EmployerName field.

Familyname -Returns the Family Name field.

NicknameFirstname -Returns the nickname if one exists; otherwise it will return the client's first name.

EmployerName -Returns the client's employer name.

SpouseSalutation

SpouseFirstname

SpouseNicknameFirstname -Returns the spouse nickname if one exists; otherwise it will return the spouse's first name.

SpouseLastname

SpouseSuffix

Address1 -Returns the first address line of the client's primary address.

Address2 -Returns the second address line of the client's primary address if one exists. Otherwise it will return the city, state and zip of the primary address.

Address3 -Returns the city, state and zip of the primary address if the primary address has an second address line.

Status -Returns the client's status field

Category -Returns the client's category field.

Source -Returns the client's source field.

HomePhone

HomeFax

WorkPhone

WorkFax

Email1Address -Returns the client's Email 1 field

DateofBirth -Returns the client's date of birth field.

MaritalDate -Returns the client's marital anniversary date field.

Clid -Returns the unique client identifier (This is an integer value)

Pcname -Returns the Assistant Name or Primary Contact Name field value

Pcphone -Returns the Assistant Phone or Primary Contact Phone field value

Pcemail -Returns the Assistant Email or Primary Contact Email field value

ServicingAdvisor -Returns the Servicing Advisor field value

WritingAdvisor -Returns the Writing Advisor field value

Additional Fields For Seminar Management Mail Merge Document Templates

SeminarName

SeminarDescription

SeminarStartDate -Returns the seminar's start date as a date/time value. The date/time value can then be formatted to your liking in MS Word.

SeminarEndDate -Returns the seminar's end date as a date/time value. The date/time value can then be formatted to your liking in MS Word.