1. Open your template in Word and enter the desired merge fields. This is done in Word by going to Insert - Quick Parts and Field . Select MergeField in the list and enter the desired merge field in the right pane, click OK to add the field to your template.
2. Once you have added the required fields to your template, upload it to the File Explorer in 24SevenOffice under the Templates folder. To use the merge template, click the merge button to the right of the Save button on your customer cards or by right-clicking on a contact linked to a company.
3. A dialog box will appear where you can select the desired merge template (the Templates folder will automatically appear). Select the desired template and click Add .
4. After clicking Add, an overview of the merge fields that your template contains will appear. Click Start Merge to merge these into your template.
5. Your word template will now also appear on the screen where the desired data is embedded. You can save the document in the usual way locally, or you can click the Upload button in the Merge Field Overview dialog box to upload the file directly to the file area of the client in question.
Tip:
Double-clicking in the fields below the Available Mergefields column or the Value column allows you to overwrite or change the automatically selected values.
Labels in the report generator
If you want to merge a template to multiple clients at once, you can export the data you need to merge from CRM - Report Generator to an xls file, and then merge Word into a clean Office merge. By doing this, you can also merge labels with Word.
Available braids
Customer merge fields (also applies to leads)
Customer info |
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merge Command |
Explanation |
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CustomerId |
Customer no. |
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Customer Name |
Name |
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Customer First Name |
first name |
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CustomerVisitAddress |
visiting address |
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CustomerVisitZipcode |
Besøkspostnr. |
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CustomerVisitZiparea |
visit City |
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Customer Visit City |
Besøksby |
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Customer Visit State |
visit Region |
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CustomerPostalAddress |
mailing address |
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CustomerPostalZipcode |
Post postcode |
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CustomerPostalZiparea |
Postal post office |
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Customer Postal City |
Post by |
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Customer Postal State |
Post Stat |
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Customer Country Code |
country code |
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Customer Nickname |
nicknames |
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CustomerGovno |
Org. No.. |
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Customer Phone |
Telephone |
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Customer Mobile |
Mobile |
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CustomerFax |
fax |
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Customer Mail |
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Customer Website |
Website |
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Customer Turnover |
Turnover |
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Customer Profit |
Result |
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CustomerDateReg |
created |
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CustomerDateChanged |
Date changed |
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CustomerOwner |
Owner |
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Customer Customer Type |
customer type |
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CustomerIndustryId |
Industry ID |
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CustomerEmployees |
employees |
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Customer Status |
Status ID |
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Customer Note |
note |
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Customer Private |
Private |
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CustomerSupplier |
Supplier |
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CustomerSource |
Source |
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CustomerOrigin |
Contact Origin |
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Customer Product |
Product |
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CustomerImportJobId |
Import job id |
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CustomerBankAccountNr |
Bank account. |
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CustomerCurrencyId |
Currency ID |
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CustomerIdAlternative |
Everything. customer number. |
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CustomerDeliveryAddress |
Delivery Address |
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CustomerDeliveryZipcode |
Leveringspostnr. |
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CustomerDeliveryZiparea |
Delivery City |
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Customer Delivery City |
Leveringsby |
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Customer Delivery State |
Delivery State |
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CustomerInvoiceAddress |
Billing address |
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CustomerInvoiceZipcode |
Invoice postal code |
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CustomerInvoiceZiparea |
Invoice post office |
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CustomerInvoiceCity |
Invoice by |
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CustomerInvoiceState |
Invoice county |
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CustomerIncorporationDate |
Date of establishment |
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Country Code |
country code |
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Country Name |
country Name |
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IndustryId |
Industry ID |
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Industry Name |
industry Name |
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Braid field for employee
Info about employee |
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merge Command |
Explanation |
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UserContactId |
Contact id |
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User Contact First Name |
first name |
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User Contact Last Name |
Surname |
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User Contact Mail |
Email private |
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User Contact Mobile |
Mobile private |
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User Contact Phone |
Telephone private |
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Braids for your business
Info about your company |
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merge Command |
Explanation |
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Client Company Name |
Company Name |
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ClientGovNo |
Org. No.. |
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ClientPostAddress |
mailing address |
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ClientPostZipcode |
Post postcode |
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ClientPostZiparea |
Postal post office |
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Client Country |
Country |
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Client Mail |
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Client Phone |
Telephone |
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ClientFax |
fax |
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Client Bank Account |
Bank account |
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More tags that can be used for Organization
Number : << Org._nr >> is the customer's org.
<< Org no >> is your company's org.no
Braid field for external contact
Info about external contact |
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merge Command |
Explanation |
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ContactId |
Contact id |
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Contact First Name |
first name |
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Contact Last Name |
Surname |
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Contact Nickname |
nicknames |
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ContactAddress |
Street |
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ContactZipcode |
zip code |
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ContactZiparea |
City |
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Contact City |
City |
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Contact State |
county |
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Contact Country Code |
country code |
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Contact Role Work Mail |
Email job |
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Contact Role Framework Mobile |
Mobile job |
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Contact Phone Work |
Telephone private |
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Contact Mobile |
Mobile private |
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ContactFax |
Fax privately |
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Contact Mail Work |
Email private |
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Contact Website |
Website |
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ContactMemberNo |
Member. |
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ContactOwner |
Owner |
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Contact Role Position |
Score |
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Contact Phone Home |
Phone Private # 2 |
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Contact Mail Home |
Email Private # 2 |
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ContactEmailAlt |
Email Private # 3 |
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ContactMobileAlt |
Mobile Private # 2 |
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ContactDateOfBirth |
date of birth |
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ContactMaritalStatus |
marital status |
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Contact Workplace |
Workplace |
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Contact Department |
Department |
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Contact Department Website |
Department website |
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Contact Note |
note |
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Contact Gender |
Sex |
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ContactIsEmployee |
Employee |
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ContactImportJobId |
Import job id |
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ContactCustomerId |
Customer no. |
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Country Code |
country code |
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Country Name |
country Name |
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Merge field for project
Info about Project |
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merge Command |
Explanation |
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ProjectId |
Project id |
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Project Name |
Name |
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Project Start |
Start date |
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ProjectEnd |
End Date |
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Project Pipeline |
Pipeline Id |
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ProjectFixedPrice |
Fixed price |
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Pipeline Name |
Pipeline |
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ProjectInvoiceSum |
invoice |
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Project Info |
Info |
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ProjectUseFixedPrice |
Use fixed price |
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ProjectCounterpartId |
Motpartid |
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ProjectProposalDate |
Offer Date |
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ProjectExpOrderDate |
Expected order date |
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Project OrderDate |
Order Date |
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ProjectOrderProbability |
Order probability |
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ProjectStatusId |
Project Status ID |
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Project Status Name |
Project Status Name |
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ProjectTypeId |
Project type ID |
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Project Type Name |
Project Type Name |
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Project Manager |
Project Manager |
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Project Contact First Name |
The project manager's first name |
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Project Contact Last Name |
Project Manager Surname |
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Project Contact Mail |
Project Manager email |
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Project Contact Mobile |
Project manager's mobile phone |
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ProjectContactFax |
Project Manager fax |
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ProjectDepartmentId |
Department ID |
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Project Department |
Department Name |
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ProjectCustomerId |
Kundenr |
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Project Company Name |
customer Name |
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Project Company Mail |
Customer Email |
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Project Company Phone |
Customer's phone |
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ProjectCompanyFax |
Customer's fax |
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ProjectCompanyVisitAddress |
Customer's visit address |
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Project Company Visit Postcode |
Customer visit post number |
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Project Company Visit Post Area |
Customer Visiting Post Office |
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Project Company Visit City |
Customer's Visit City |
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Project Company Visit State |
Customer's visit state |
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ProjectCompanyPostAddress |
Customer's mailing address |
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Project Company Post Post Code |
Customer's zip code |
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Project Company Post Post Area |
Customer's location |
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Project Company Post City |
Customer's City |
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Project Company Post State |
Customer State |
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Project Company Country |
Customer country |
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CustomFieldProject1297 |
Agreement date (signed agreement): |
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CustomFieldProject1311 |
Agreed services: |
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CustomFieldProject1298 |
Related to department |
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CustomFieldProject1299 |
Risk assessment customer |
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CustomFieldProject1300 |
Specification of risk assessment: |
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CustomFieldProject1301 |
Has the company accountant |
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CustomFieldProject1302 |
Auditor's name: |
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CustomFieldProject1304 |
The engagement |
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CustomFieldProject1305 |
What system does the customer use: |
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CustomFieldProject1312 |
Details about updating accounts: |
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CustomFieldProject1303 |
Type of appointment |
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CustomFieldProject1307 |
Price per hour accounting: |
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CustomFieldProject1308 |
Price per hour salary: |
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CustomFieldProject1309 |
Price per hour consultant / annual statement etc: |
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CustomFieldProject1310 |
Fixed price per month: |
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CustomFieldProject1318 |
When the annual report is wanted clearly |
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CustomFieldProject1319 |
Specification annual report: |
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CustomFieldProject1314 |
Deadline (day of month) |
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CustomFieldProject1315 |
Date of pay (day of month) |
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CustomFieldProject1316 |
Specification salary |
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CustomFieldProject1320 |
Salary comment: |
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CustomFieldProject1321 |
Approval customer payroll |
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CustomFieldProject1322 |
Comment Approval Salary: |
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CustomFieldProject1323 |
Comment payout of salary: |
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CustomFieldProject1324 |
Comment term tax-aga: |
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CustomFieldProject1325 |
Comments on travel and expenses: |
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User Contact First Name |
first name |
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User Contact Last Name |
Surname |
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User Contact Mail |
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User Contact Mobile |
Mobile |
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User Contact Phone |
Telephone |
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User Contact Position |
Score |
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Client Company Name |
Company Name |
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Client Country |
Country |
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ClientOrg |
Company No |
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Client Mail |
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ClientPostAdress |
Address |
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ClientPostZipcode |
zip code |
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ClientPostZiparea |
City |
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Client Phone |
Telephone |
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ClientFax |
fax |
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Client Bank Account |
Account
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