How do I add Merge Fields to a Word Document?

Merge Fields can be added to a Word document and then uploaded into ServiceMonster, in order to achieve a mail merge.

1. Open the Word document.
2. Start typing the document as normal:

• It is easier to add a merge field to a finished sentence than to add them as they come up.
• Place a symbol where you plan on using a merge field, such as * or << >>.

3. To add a merge field, click the cursor into the part of the text where you want the field inserted.

3. Chose one of the options below:

• Word – pre-2007: Click on the Insert menu and select Field.
• Word – 2007 and newer: Click on the Insert menu and choose Quick Parts and then Field.

5. From the Field Names list, select MergeField.
6. Enter the value from the Merge Field table below into the Field Name box. The value should be entered exactly as shown below.
7. Click OK. The Merge Field Output will be entered into the Word document.

Account Records

Merge Field Names Merge Field Output

‍ACCOUNT_TYPE«ACCOUNT_TYPE»

ACQUISITION_DATE«ACQUISITION_DATE»

ADDRESS«ADDRESS»

ADDRESS2«ADDRESS2»

BUSINESS_NAME«BUSINESS_NAME»

CITY«CITY»

COUNTY«COUNTY»

COUNTRY«COUNTRY»

EMAIL«EMAIL»

FAX«FAX»

FIRST_NAME«FIRST_NAME»

LAST_NAME«LAST_NAME»

LAST_INVOICE_AMT«LAST_INVOICE_AMT»

LAST_INVOICE_DATE«LAST_INVOICE_DATE»

LAST_REFERRAL_DATE«LAST_REFERRAL_DATE»

LAST_REFERRED_CUSTOMER«LAST_REFERRED_CUSTOMER»

NEXT_JOB_DATE«NEXT_JOB_DATE»

NEXT_JOB_TIME«NEXT_JOB_TIME»

PHONE«PHONE»

PHONE2«PHONE2»

STATE«STATE»

SALUTATION«SALUTATION»

ZIP«ZIP»

CUSTOM_FIELD1«CUSTOM_FIELD1»

CUSTOM_FIELD2«CUSTOM_FIELD2»

CUSTOM_FIELD3«CUSTOM_FIELD3»

CUSTOM_FIELD4«CUSTOM_FIELD4»

CUSTOM_FIELD5«CUSTOM_FIELD5»

CUSTOM_FIELD6«CUSTOM_FIELD6»

CUSTOM_FIELD7«CUSTOM_FIELD7»

CUSTOM_FIELD8«CUSTOM_FIELD8»

CUSTOM_FIELD9«CUSTOM_FIELD9»

CUSTOM_FIELD10«CUSTOM_FIELD10»

Company Information

Merge Field Names Merge Field Output

‍CURRENT_DATE«CURRENT_DATE»

COMPANY_NAME«COMPANY_NAME»

COMPANY_ADDRESS«COMPANY_ADDRESS»

COMPANY_ADDRESS2«COMPANY_ADDRESS2»

COMPANY_CITY«COMPANY_CITY»

COMPANY_FAX«COMPANY_FAX»

COMPANY_PHONE«COMPANY_PHONE»

COMPANY_PHONE2«COMPANY_PHONE2»

COMPANY_STATE«COMPANY_STATE»

COMPANY_WEBSITE«COMPANY_WEBSITE»

COMPANY_ZIP«COMPANY_ZIP»

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