Macro Merge Codes
Macro merge codes are available on all CRM and non-CRM platforms. A macro code is obvious because it does not have a table alias. For example, &Contact is a macro code. It is the full name of the job recipient. See the example merge form allmacros.rtf to see these merge codes in action.
Listing of macro codes:
|
Code |
Example Data |
Comments |
|
&Company |
Acme Corp. |
Full company name of job recipient |
|
&Contact |
John Smith |
Full contact name of job recipient |
|
&Dear |
Mrs. |
SalesLogix: Maps to Address.Salutation GoldMine: Maps to the Contact1/Contsupp Dear field |
|
&Firstname |
John |
|
|
&Lastname |
Smith |
|
|
&Phone |
707-555-6666 |
Phone number of recipient. |
|
&PhoneExt |
111 |
Phone Extension (GoldMine only) |
|
&FaxNum |
707-555-7777 |
Fax number of recipient. |
|
&FaxExt |
222 |
Fax number extension (GoldMine only) |
|
&Title |
|
|
|
&Address1 |
|
First address line |
|
&Address2 |
|
Second address line |
|
&City |
|
|
|
&State |
|
|
|
&Zip |
|
|
|
&Country |
|
|
|
&Address |
101 Main Street Suite 201 |
Address1 + Address2 + Address3, blank lines removed |
|
&FullAddress |
101 Main Street Suite 201 Santa Rosa, CA 95404 |
Address1 + Address2 + Address3, blank lines removed |
|
&FullAddressOneLine |
101 Main Street, Suite 201, Santa Rosa, CA 95404 |
|
|
&nameaddress |
Sally Jones Z-Firm 101 Main Street Suite 201 Santa Rosa, CA 95404 |
|
|
&ukaddress |
Sally Jones Z-Firm 101 Main Street Suite 201 Santa Rosa 95404 |
UK formatted address (Address1, 2, 3, etc.) |
|
catalog.rtf // The Acme Roofing Catalog |
This is the reference component of a job. The job reference line may be split into two parts using the // tag: <file list> // <fxref portion> (The // tag can be changed to another tag (like ##) in the DBIO Override Codes tab.) In this example &fxref is: The Acme Roofing Catalog | |
|
¬es |
|
Job notes (e.g. Notes from the scheduled action in GoldMine or SalesLogix) |
|
&Date() |
Monday, January 2, 2003 (and any other format specified) |
This is actually a function. See the documentation. |
|
&DateAdd() |
Monday, January 2, 2003 (and any other format specified) |
This is actually a function. See the documentation. |
|
¶ms |
|
|
|
&phone |
(222)333-4444 |
The primary phone number of the contact for the job. |
|
&fax |
(111)222-3333 |
The fax number of the job |
|
&emailaddress |
joe@acmeroof.demo |
The email address of the job |
|
&citystatezip |
Santa Rosa, CA 95404 |
Properly formatted |
|
&Amper |
& |
http:/<someurl>/local/Unsubscribe.asp?contactid={&}C1_Accountno{&}Amper{&}C1_AccountNo |
|
&UserFullName |
Sally Jones |
Full name of job creator |
|
&UserName |
SALLY |
Short, login name, of job creator. |
|
&JobID |
MJ1FGQWZH0VGCLI |
This is the OmniRush internal job ID |
|
&ActivityID |
9CXCY2A$B6<<\9` |
This is the Activity record ID from the host database. SalesLogix: Activity.ActivityID GoldMine: Cal.RecID SQL: OR_Jobs.JOBID |
|
&ContactID |
96102370324512948Z-F |
This is the Contact record ID from the host database. SalesLogix: Contact.ContactID GoldMine: Contact.Accountno SQL: OR_Contacts.ContactID |
|
&CompanyID |
AC83838383838 |
This is the Company ID from the host database. SalesLogix: Account.AccountID GoldMine: Contact.Accountno SQL: OR_Contacts.CONTACTID |