Predefined Merge Codes
This table lists the Merge Codes that are pre-defined by Upland Qvidian and available for use when inserting a merge code in Upland Qvidian. This table displays the default text and values in Upland Qvidian and may not reflect those in your Upland Qvidian instance.
Note: For more information on downloading merge codes directly from the Library, see Download Merge Codes.
In the Editable and Auto-Evaluate columns, a value of 0=no and 1=yes.
| Code | Description | Context | Data Type | Editable | Auto-Evaluate | ID |
|---|---|---|---|---|---|---|
| BeginDate | Assumed beginning date of project | date | 0 | 0 | 184 | |
| CallDate | Date to call client | I will call you on _ to set up a meeting. | date | 1 | 0 | 109 |
| client | Legal name | text | 1 | 0 | 2 | |
| clientAddress1 | Customer's street address | text | 1 | 0 | 3 | |
| clientAddress2 | Second line of customer's street address | text | 1 | 0 | 4 | |
| clientCity | City | text | 1 | 0 | 124 | |
| clientCityStZp | Customer's city, state, and zip code | text | 0 | 1 | 5 | |
| clientContact | Customer's full name including salutation | text | 1 | 1 | 137 | |
| clientContactFirst | First name CRM | text | 1 | 0 | 103 | |
| clientContactID | Contact ID | text | 0 | 0 | 165 | |
| clientContactLast | Last name | text | 1 | 0 | 45 | |
| clientContactMiddle | Middle name or initial | text | 1 | 0 | 162 | |
| clientContactTitle | Title | text | 1 | 0 | 7 | |
| clientCountry | Customer's country | text | 1 | 0 | 8 | |
| clientEmail | text | 0 | 0 | 9 | ||
| clientFax | Customer's fax number | text | 1 | 0 | 10 | |
| clientFullName | Customer's full name (first, middle, last) | text | 0 | 1 | 139 | |
| ClientLogo | Client Logo | Browse out to your hard drive, server or library to import your customer's company logo. | graphic | 0 | 0 | 145 |
| clientPhone | Phone | text | 1 | 0 | 11 | |
| clientSalutation | Customer's salutation (Mr., Ms., Mrs., Dr., etc.) | text | 0 | 0 | 25 | |
| clientShort | Short name | text | 1 | 0 | 12 | |
| clientState | State | text | 1 | 0 | 121 | |
| clientZip | Zip/postal code | text | 1 | 0 | 120 | |
| EndDate | Assumed ending date of project | text | 0 | 1 | 185 | |
| MeetingDate | Date of appointment | Are you available _ to discuss our recommendations? | text | 0 | 0 | 117 |
| sender | Legal name | text | 1 | 0 | 13 | |
| senderAddress1 | Address | text | 1 | 0 | 14 | |
| senderAddress2 | Your address--second line | text | 1 | 0 | 15 | |
| senderCity | City | text | 1 | 0 | 125 | |
| senderCityStZp | Your city, state, and zip code | text | 0 | 0 | 16 | |
| senderCountry | Your country | text | 1 | 0 | 19 | |
| senderEmail | text | 0 | 0 | 20 | ||
| senderFax | Your fax number | text | 1 | 0 | 21 | |
| senderFirstName | First name | text | 1 | 0 | 105 | |
| senderFormalName | Your full name including salutation | text | 0 | 0 | 140 | |
| senderFullName | Your full name (first, middle, last) | text | 0 | 1 | 141 | |
| senderLastName | Last name | text | 1 | 0 | 107 | |
| senderMiddleName | Your middle name or initial | text | 0 | 0 | 163 | |
| senderPhone | Phone | text | 1 | 0 | 22 | |
| senderSalutation | Your salutation | text | 0 | 0 | 164 | |
| senderShort | Short name | text | 1 | 0 | 23 | |
| senderState | State | text | 1 | 0 | 126 | |
| senderTitle | Title | text | 1 | 0 | 18 | |
| senderZip | Zip/postal code | text | 1 | 0 | 127 | |
| Title1 | Main title | text | 1 | 0 | 43 | |
| Title2 | Subtitle | text | 1 | 0 | 44 |