CRM MailMerge Fields for Cin7 Core Templates

This article contains all the MailMerge tables for the CRM module. Each table contains MailMerge fields that can be used to edit CRM document templates. Please see Template editing for a video tutorial of the template editing process and familiarise yourself with how to Manage Document and Email Templates before editing your templates. CRM document templates can be downloaded from Settings → Document and email templates → CRM.

CRM MailMerge fields are used in the following template types: Task, Task List and Opportunity.

Note: Cin7 Core have a dedicated support team for resolving template issues, don't hesitate to contact Cin7 Core Support for help.

Prerequisites

Manage Document and Email Templates (required) - please start here first if you are unfamiliar with how MailMerge fields work.
Getting started with CRM (required).

Important table structure information

All sections in a template must be contained within TableStart and TableEnd tags. This defines which table the mail merge fields data will be pulled from.

Templates will start and end with the parent TableStart and TableEnd tags, e.g. «TableStart:Purchase» and«TableEnd:Purchase». Child TableStart and TableEnd tags can be placed within the parent tags.
Tables that may have multiple lines generated in them, for example, tables with sale order lines, purchase order lines, or additional Charges, will have TableStart and TableEnd tags within the table itself. e.g. «TableStart:POLines» and«TableEnd:POLines». These are child tags that will be found within the parent tags.
TableStart and TableEnd tags that end in Details (POLineDetails, InvoiceDetails etc.) are for matrix documents, e.g. Purchase Order Matrix, Invoice Matrix.

If you need to customise standard templates, make sure that the opening tag for any table «TableStart:NAME» has the matching closing tag «TableEnd:NAME», or your template will not work. Try to change the structure as little as possible to preserve the template functionality.

Parent table fields can be used in child tables but child table fields can only be used within the child table. In the sample table, Purchase is the parent table and POLines is the child table.

Sample Structure:

The most important thing to remember when making changes to templates is to change the FIELD CODE, not the FIELD NAME.

Right-click any <<field name>> and click Toggle Field Codes to show the field code (displayed as {MERGEFIELD field code}).

Windows users can toggle all field codes by holding down ALT + F9.

Mac users can toggle all field codes by pressing OPTION + F9.

FIELD NAMES:Don't change these.

FIELD CODES: Change these.

Once you have made your changes to the field code, right-click and click Update Field for the changes to take effect.

CRM MailMerge fields

CRM MailMerge fields are used in the following template types: Task, Task List, Opportunity.

Tasks and Task Lists

The Task and Task List document templates are essentially the same, except Task List shows multiple tasks, whereas Task shows only one.

These field codes can be used between the «TableStart:Tenants» and «TableEnd:Tenants» tags. This is the parent MailMerge table for the task and task list templates. Parent fields can be used anywhere between the parent start and end tags.

Field Code	Description
Company	Cin7 Core organisation.
UserID	User ID who created the task/task list document.

These field codes can be used between the «TableStart:Tasks» and «TableEnd:Tasks» tags.

Field Code	Description
TaskID	Task ID number.
Name	Task name.
CreatedDate	Date task was created.
DueDate	Date task is due.
AssignedTo	User to carry out the task.
TaskStatus	Task status.
LinkTo	Reference to related entity (purchase order, sale invoice, etc.)
Details	Task description text.

These field codes can be used between the «TableStart:TaskCategory» and «TableEnd:TaskCategory» tags. Task categories are optional for tasks.

Field Code	Description
Name	Name of the task category.

Opportunity

These field codes can be used between the «TableStart:Opportunity» and «TableEnd:Opportunity» tags. This is the parent MailMerge table for opportunity templates. Parent fields can be used anywhere between the parent start and end tags.

Opportunity field codes can be used in the Opportunity document template.

Field Code	Description
OpportunityNumber	Unique Opportunity number
OpportunityDate	Date of Opportunity creation
Company	Company name
Line1	Company Address Line1
Line2	Company Address Line2
Line3	Company Address Line3
ShippingAddressLine1	Full Shipping Address Part 1 (ShippingLine1 + Shipping Line2)
ShippingAddressLine2	Shipping Address Part 2 (City, State, Post code)
BillingAddressLine1	Full Billing Address Part 1 BillingLine1 + Billing Line2)
BillingAddressLine2	Customer or Lead Billing Address Line2
MyPhone	Company Phone
MyFax	Company Fax
MyEmail	Company Email
MyWebsite	Company Website
CustomerOrLeadName	Customer or Lead Name
CustomerEmail	Customer or Lead Email
CustomerWebsite	Customer or Lead Website
CustomerContact	Customer or Lead Contact
Terms	Payment terms
OpportunityMemo	Opportunity Memo. Additional information you would like to print on the opportunity.
Note	Internal note from the task header
ProductsBeforeTax	Products Amount Before Tax
ProductsTax	Products Tax (if applicable)
ProductsTotal	Total Products Total
AdditionalChargesBeforeTax	Order Additional Charges Before Tax
AdditionalChargesTax	Order Additional Charges Tax
AdditionalChargesTotal	Order Additional Charges Total
OpportunityBeforeTax	Opportunity Before Tax
OpportunityTax	Opportunity Tax
OpportunityTotal	Opportunity Total
DatePrinted	Date Printed
CustomerReference	Customer Reference

Products

These field codes can be used between the «TableStart:Products» and «TableEnd:Products» tags. This is a child MailMerge table. Parent MailMerge table (Opportunity) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags.

Products TableStart tags, TableEnd tags and field codes are used to generate tables where opportunity product lines are displayed.

Field Code	Description
ID	Line number
ProductCode	SKU
ProductName	Name of the product
Unit	Units sold
Quantity	Quantity sold
Price	Sale Price
Discount	Discount applied
Total	Line item Total
Comment	Line item Comments

AdditionalCharges

These field codes can be used between the «TableStart:AdditionalCharges» and «TableEnd:AdditionalCharges» tags. This is a child MailMerge table. Parent MailMerge table (Opportunity) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags.

AdditionalCharges TableStart tags, TableEnd tags and field codes are used to generate tables where opportunity additional charges lines are displayed.

Field Code	Description
ID	Line number
Description	Description of additional charges
Comment	Additional information for line item.
Amount	Unit Cost
Quantity	Quantity
Discount	Discount %
Tax	Tax
Total	Total for line item