Merge Field Names/Fields in Information Requests

  • Updated

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Summary

In the Information Request module, there are various fields that are used to generate data during Mail Merges. In the majority of cases, the name that should be used in the Merge Field is visible in the label above the field in the system. However, in some cases, the name that should be used for the Merge Field is not the exact same as what you are able to see on the label. 

There aren't many instances of this, but below are some useful examples of label vs the field name, which you can reference to make your own Mail Merge Templates (ensure you enter the field name into the Merge Field, not the label).

Field names in the Applicant Details block

Any "Applicant Details" fields not mentioned below are the same as they appear in the system

Example: Label – Field name

Name – Applicant Name

Organisation – Applicant Organisation

Email address – Applicant Email

Phone number – Applicant Contact Phone Number

Street Address – Applicant Street Address

Suburb – Applicant Suburb

State – Applicant State

Postcode – Applicant Postcode

On behalf of – On Behalf Of

Extra: Create a Merge Field of “Address” to get the full address (Formatted as: Street Address, Suburb State Postcode)