Merging word templates

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
merge Command	Explanation
CustomerId	Customer no.
Customer Name	Name
Customer First Name	first name
CustomerVisitAddress	visiting address
CustomerVisitZipcode	Besøkspostnr.
CustomerVisitZiparea	visit City
Customer Visit City	Besøksby
Customer Visit State	visit Region
CustomerPostalAddress	mailing address
CustomerPostalZipcode	Post postcode
CustomerPostalZiparea	Postal post office
Customer Postal City	Post by
Customer Postal State	Post Stat
Customer Country Code	country code
Customer Nickname	nicknames
CustomerGovno	Org. No..
Customer Phone	Telephone
Customer Mobile	Mobile
CustomerFax	fax
Customer Mail	E-mail
Customer Website	Website
Customer Turnover	Turnover
Customer Profit	Result
CustomerDateReg	created
CustomerDateChanged	Date changed
CustomerOwner	Owner
Customer Customer Type	customer type
CustomerIndustryId	Industry ID
CustomerEmployees	employees
Customer Status	Status ID
Customer Note	note
Customer Private	Private
CustomerSupplier	Supplier
CustomerSource	Source
CustomerOrigin	Contact Origin
Customer Product	Product
CustomerImportJobId	Import job id
CustomerBankAccountNr	Bank account.
CustomerCurrencyId	Currency ID
CustomerIdAlternative	Everything. customer number.
CustomerDeliveryAddress	Delivery Address
CustomerDeliveryZipcode	Leveringspostnr.
CustomerDeliveryZiparea	Delivery City
Customer Delivery City	Leveringsby
Customer Delivery State	Delivery State
CustomerInvoiceAddress	Billing address
CustomerInvoiceZipcode	Invoice postal code
CustomerInvoiceZiparea	Invoice post office
CustomerInvoiceCity	Invoice by
CustomerInvoiceState	Invoice county
CustomerIncorporationDate	Date of establishment
Country Code	country code
Country Name	country Name
IndustryId	Industry ID
Industry Name	industry Name

Braid field for employee

Info about employee
merge Command	Explanation
UserContactId	Contact id
User Contact First Name	first name
User Contact Last Name	Surname
User Contact Mail	Email private
User Contact Mobile	Mobile private
User Contact Phone	Telephone private

Braids for your business

Info about your company
merge Command	Explanation
Client Company Name	Company Name
ClientGovNo	Org. No..
ClientPostAddress	mailing address
ClientPostZipcode	Post postcode
ClientPostZiparea	Postal post office
Client Country	Country
Client Mail	E-mail
Client Phone	Telephone
ClientFax	fax
Client Bank Account	Bank account

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
merge Command	Explanation
ContactId	Contact id
Contact First Name	first name
Contact Last Name	Surname
Contact Nickname	nicknames
ContactAddress	Street
ContactZipcode	zip code
ContactZiparea	City
Contact City	City
Contact State	county
Contact Country Code	country code
Contact Role Work Mail	Email job
Contact Role Framework Mobile	Mobile job
Contact Phone Work	Telephone private
Contact Mobile	Mobile private
ContactFax	Fax privately
Contact Mail Work	Email private
Contact Website	Website
ContactMemberNo	Member.
ContactOwner	Owner
Contact Role Position	Score
Contact Phone Home	Phone Private # 2
Contact Mail Home	Email Private # 2
ContactEmailAlt	Email Private # 3
ContactMobileAlt	Mobile Private # 2
ContactDateOfBirth	date of birth
ContactMaritalStatus	marital status
Contact Workplace	Workplace
Contact Department	Department
Contact Department Website	Department website
Contact Note	note
Contact Gender	Sex
ContactIsEmployee	Employee
ContactImportJobId	Import job id
ContactCustomerId	Customer no.
Country Code	country code
Country Name	country Name

Merge field for project

Info about Project
merge Command	Explanation
ProjectId	Project id
Project Name	Name
Project Start	Start date
ProjectEnd	End Date
Project Pipeline	Pipeline Id
ProjectFixedPrice	Fixed price
Pipeline Name	Pipeline
ProjectInvoiceSum	invoice
Project Info	Info
ProjectUseFixedPrice	Use fixed price
ProjectCounterpartId	Motpartid
ProjectProposalDate	Offer Date
ProjectExpOrderDate	Expected order date
Project OrderDate	Order Date
ProjectOrderProbability	Order probability
ProjectStatusId	Project Status ID
Project Status Name	Project Status Name
ProjectTypeId	Project type ID
Project Type Name	Project Type Name
Project Manager	Project Manager
Project Contact First Name	The project manager's first name
Project Contact Last Name	Project Manager Surname
Project Contact Mail	Project Manager email
Project Contact Mobile	Project manager's mobile phone
ProjectContactFax	Project Manager fax
ProjectDepartmentId	Department ID
Project Department	Department Name
ProjectCustomerId	Kundenr
Project Company Name	customer Name
Project Company Mail	Customer Email
Project Company Phone	Customer's phone
ProjectCompanyFax	Customer's fax
ProjectCompanyVisitAddress	Customer's visit address
Project Company Visit Postcode	Customer visit post number
Project Company Visit Post Area	Customer Visiting Post Office
Project Company Visit City	Customer's Visit City
Project Company Visit State	Customer's visit state
ProjectCompanyPostAddress	Customer's mailing address
Project Company Post Post Code	Customer's zip code
Project Company Post Post Area	Customer's location
Project Company Post City	Customer's City
Project Company Post State	Customer State
Project Company Country	Customer country
CustomFieldProject1297	Agreement date (signed agreement):
CustomFieldProject1311	Agreed services:
CustomFieldProject1298	Related to department
CustomFieldProject1299	Risk assessment customer
CustomFieldProject1300	Specification of risk assessment:
CustomFieldProject1301	Has the company accountant
CustomFieldProject1302	Auditor's name:
CustomFieldProject1304	The engagement
CustomFieldProject1305	What system does the customer use:
CustomFieldProject1312	Details about updating accounts:
CustomFieldProject1303	Type of appointment
CustomFieldProject1307	Price per hour accounting:
CustomFieldProject1308	Price per hour salary:
CustomFieldProject1309	Price per hour consultant / annual statement etc:
CustomFieldProject1310	Fixed price per month:
CustomFieldProject1318	When the annual report is wanted clearly
CustomFieldProject1319	Specification annual report:
CustomFieldProject1314	Deadline (day of month)
CustomFieldProject1315	Date of pay (day of month)
CustomFieldProject1316	Specification salary
CustomFieldProject1320	Salary comment:
CustomFieldProject1321	Approval customer payroll
CustomFieldProject1322	Comment Approval Salary:
CustomFieldProject1323	Comment payout of salary:
CustomFieldProject1324	Comment term tax-aga:
CustomFieldProject1325	Comments on travel and expenses:
User Contact First Name	first name
User Contact Last Name	Surname
User Contact Mail	email
User Contact Mobile	Mobile
User Contact Phone	Telephone
User Contact Position	Score
Client Company Name	Company Name
Client Country	Country
ClientOrg	Company No
Client Mail	email
ClientPostAdress	Address
ClientPostZipcode	zip code
ClientPostZiparea	City
Client Phone	Telephone
ClientFax	fax
Client Bank Account	Account