Throughout settings, you will find a list of Merge Fields that you can use to personalize various system-generated documents. Primarily used in customer proposal areas, merge fields take information from a customer record and input them into documents.

These merge fields are utilized in:

Black Triangle Items marked with this triangle are only available in the Document Builder.

Here is a description of each merge field:

  • Customer Full Name: this is a smart field and will insert the customer’s first name & spouse name plus last name if the customer is marked as Person. If the customer is marked Company then the Company name will be inserted instead. – taken from CRM > Customer Details
  • Customer Job/Name: customer’s last name, first name – taken from the project/sales order Customer Name ( Bill To )
  • Customer First Name: customer’s first name – taken from CRM > Customer Details > First Name field
  • Customer Partner First Name: the first name of the Partner – taken from CRM > Customer Details > Partner name field
  • Customer Last Name: customer’s last name – taken from CRM > Customer Details > Last Name field
  • Customer Main Phone: customer’s phone – taken from CRM > Customer Details > Contact Methods > Main Phone
  • Customer Mobile: customer’s mobile number – taken from CRM > Customer Details > Contact Methods > Mobile
  • Customer Email: customer’s email address – taken from CRM > Customer Details > Contact Methods > Main Email
  • Black TriangleCustomer Bill To Address: taken from CRM > Customer Details > Bill To Address name
  • Alt Customer Full Name: the Optional Related Customer on the proposal/sales order, first name & spouse name plus last name – taken from CRM > Customer Details
  • Alt Customer/Job Name: the Optional Related Customer’s last name, first name – taken from the Proposal > Optional Related Customer
  • Alt Customer First Name: the Optional Related Customer’s first name – taken from CRM > Customer Details > First Name field
  • Alt Customer Last Name: the Optional Related Customer’s last name – taken from CRM > Customer Details > Last Name field
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  • Company Name: the name of your company – taken from Settings > Company Info > Company Name field
  • Company Address: the address of your company – taken from Settings > Company Info > Primary Bill to Address, City, State, and Zip
  • Black TriangleCompany Address Line: the address of your company in a single line – taken from Settings > Company Info > Primary Bill to Address, City, State, and Zip
  • Company Phone: the phone number of your company – taken from Settings > Company Info > Primary Phone field
  • Company Website: the website address of your company – taken from Settings > Company Info > Website field
  • Sales Rep Name: the name of the sales rep – taken from Proposal Info > Sales Staff Name
  • Sales Rep Phone: the mobile phone number of the sales rep – taken from Settings > Users > username > Contact Info > Mobile field
  • Sales Rep Email: the email address of the sales rep – taken from Settings > Users > username > Contact Info > Email field
  • Black TriangleProject Manager Name: the name of the project manager – taken from Proposal Info > Project Manager
  • Black TriangleProject Manager Email: the email of the project manager – taken from Settings > user > username > Contact Info > Email field
  • Black TriangleProject Manager Phone: the phone number of the project manager – taken from Settings > Users > user name > Contact Info > Mobile field
  • Black TriangleTech Designer Name: the name of the technical designer – taken from Proposal Info > Technical Designer
  • Black TriangleTech Designer Email: the email of the technical designer – taken from Settings > user > username > Contact Info > Email field
  • Black TriangleTech Designer Phone: the phone number of the technical designer – taken from Settings > Users > user name > Contact Info > Mobile field
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  • Proposal Name: the proposal name – taken from Proposal > Proposal Info > Proposal Name field
  • Proposal Detailed Name: the proposal name and revision number – taken from Proposal > Proposal Info > Proposal Name field AND Proposal > Revisions > current revision number
  • Proposal Description: the revision description – taken from Proposal > Revisions > current revision description field
  • Proposal Type: the type of proposal – taken from Proposal > Proposal Type drop-down
  • Proposal Address: the address listed on the proposal – taken from Proposal > Proposal Info > Address Name
  • Proposal Address Inline: the same as Proposal Address, but without the carriage return at the end of the address
  • Proposal Optional Ship To: the address of the Optional Related Customer – taken from Proposal > Proposal Info > Optional Ship-To Address drop-down
  • PO Number: the customer’s purchase order number – taken from Proposal > Proposal Info > Purchase Order field
  • Ref #: the proposal reference number – taken from Proposal > Ref Number field
  • Scope: the scope of work taken from the Proposal > Setup > Scope of Work (tab)
  • Revision #: the proposal revision number – taken from Proposal > Revisions > current revision number
  • Revision Description: the revision description – taken from Proposal > Revisions > current revision description field
  • Grand Total: the total of the active change order when printing a Current Change Order report from the Sales Order – taken from Sales Order > Change Orders > Active Change Order Total
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  • Group: the proposal group – taken from Item > Product Details > Default Proposal Group
  • Black TriangleLine Items: lists the line items on a proposal. Each line includes the Quantity, Item, and the first 50 characters of the item’s description
  • Black TriangleLocation: the location where the product is placed – taken from the item’s location on a proposal
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  • Change Order #: the change order # when printing the Current Change Order report – taken from Sales Order > Change Orders > Active Change Order Total
  • Change Order Description: the change order description when printing the Current Change Order report – taken from Sales Order > Change Orders > Active Change Order Description
  • CO Creation Date: the creation date of a change order – taken from Sales Order > Change Orders > Active Change Created date
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  • User Name: the name of the person logged into iPoint when the proposal was printed – taken from the System > Users
  • Current Date: the current day, month, and year – taken from the computer system time
  • Creation Date: the date the proposal was created – taken from the iPoint timestamp when the proposal was created
  • Modified Date: the date the proposal was last modified – taken from the iPoint timestamp when anyone makes a change on a given proposal.
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  • Payment N Description: the description of the Payment Schedule line N. (Replace N with the line number of the payment schedule.) – taken from Proposal > Reports > Payment Description > Line #
  • Payment N Percent: the percentage of the Payment Schedule line N. (Replace N with the line number of the payment schedule.) – taken from Proposal > Reports > Payment Description > Line #
  • Payment N Amount: the dollar amount of the Payment Schedule line N. (Replace N with the line number of the payment schedule.) – taken from Proposal > Reports > Payment Description > Line #
  • Payment N Date: the date entered for the Payment Schedule line N. (Replace N with the line number of the payment schedule.) – taken from Proposal > Reports > Payment Description > Line # Note: This field is not available as a dropdown selection, but can manually be entered as {Payment 1 Date}
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  • Parts & Labor Subtotal Before Modifiers: the subtotal of all parts and labor without including any modifiers
  • Parts Subtotal Before Modifiers: the subtotal of all parts without including any modifiers
  • Labor Subtotal Before Modifiers: the subtotal of all labor without including any modifiers
  • Parts & Labor Subtotal After Modifiers: the subtotal of all parts and labors including modifiers
  • Parts Subtotal After Modifiers: the subtotal of all parts including modifiers
  • Labor Subtotal After Modifiers: the subtotal of all labor including modifiers
  • Parts T: the subtotal of all taxable parts without including modifiers
  • Parts No T: the subtotal of all nontaxable parts without including modifiers
  • Labor T: the subtotal of all taxable labor without including modifiers
  • Labor No T: the subtotal of all nontaxable labor without including modifiers
  • Global Modifier 1: the total of Global Modifier 1 – as set up on Proposal > Proposal Info > Global Mod 1 % field
  • Global Modifier 2: the total of Global Modifier 2 – as set up on Proposal > Proposal Info > Global Mod 2 % field
  • Margin Adjustment: the total margin adjustment – as setup on Proposal > Proposal Info > Margin Adjustment % field and checkboxes
  • Project Management: the total of Project Management modifier – as set up on the Proposal > Proposal Info > Project Management % field and checkboxes
  • Misc Parts: the total of Miscellaneous Parts modifier – as set up on the Proposal > Proposal Info > Misc Parts % field and checkboxes
  • Custom Mod 1: the total of Custom Modifier 1 – as set up on the Proposal > Proposal Info > Custom Mod 1 % field and checkboxes
  • Custom Mod 2: the total of Custom Modifier 2 – as set up on the Proposal > Proposal Info > Custom Mod 2 % field and checkboxes
  • Discount 1: the total of Discount 1 – as set up on the Proposal > Proposal Info > Discount 1 % field and checkboxes
  • Discount 2: the total of Discount 2 – as set up on the Proposal > Proposal Info > Discount 2 % field and checkboxes
  • Discount Combined: the total of both discount fields
  • Tax: the total tax – calculated using the Tax Rate from Proposals > Proposal Info > Tax Rate drop-down and the taxable checkboxes on each line item for labor and parts
  • Grand Total: the grand total of the proposal/sales order – taken from Proposal/Sales Order > Designer > Grand Total field
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  • Black TrianglePayment Amount: the amount of payment – taken from Accounting > Payments > Payment Details > Payment Amount
  • Black TrianglePayment Date: the payment date – taken from Accounting > Payments > Payment Details > Date
  • Black TrianglePayment ID: the reference number of the of payment – taken from Accounting > Payments > Payment Details > system-generated ref#
  • Black TrianglePayment Memo: the memo entered on a payment – taken from Accounting > Payments > Payment Details > Memo
  • Black TrianglePayment Method: the payment type – taken from Accounting > Payments > Payment Details > Method
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  • Black TriangleDB Document Name: the name of the document builder document
  • Black TriangleDB Page Name: the name of the document builder page
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Last modified: 3 Apr 2020

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