NicknameFirstname -Returns the nickname if one exists otherwise it will return the client's first name.ĮmployerName -Returns the client's employer name. This field is not the same as the EmployerName field.įamilyname -Returns the Family Name field. Salutation -Returns the client's salutation (Mr., Mrs., etc)ĬompanyName -If the client record is not an Individual Type record, then the name field will be returned. Important Note: You should always use the Address1, Address2, and Address3 fields together to create a proper address block.Ĭommon Fields For Any Mail Merge Document 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. * Note: See information at the bottom of this post if a field you need to include in a mail merge is not listed here.
The following fields are available for use in mail merge templates.
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