UbiCorp

Standard Merge Fields

The following are the standard merge fields that can be used in templates in order to retrieve relevant data.

Inventory Template Tags

While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, Vendors, Quotes, Sales Orders, Invoices, and Purchase Orders modules.

List of Standard Fields:

Field Name Tag Description Data Type
First Name ${User.First Name} Specify the first name of the user. Text box
Last Name ${User.Last.Name} Specify the last name of the user. This field is a mandatory field. Text box
Email ${User.Email} Specify the official E-mail ID of the user. This is a mandatory field. URL
Phone ${User.Phone} Specify the official phone number of the user. Pick list
Mobile ${Mobile} Specify the mobile phone number of the user. Text box, integer value
Fax ${User.Fax} Specify the FAX number of the user. Text box
Street ${User.Street} Specify the primary address of the Zoho CRM user. Text box
City ${User.City} Specify the name of the city where the user lives. Text box
State ${User.State} Specify the name of the state where the user lives. Text box
Zip ${User.Zip Code} Specify the postal code of the user's address. Text box, integer value
Country ${User.Country} Specify the name of the user's country. Text box
Signature ${User.Signature} Specify the signature of the sender where needed. Text box
User Role ${User.Role} Specify the role of the user where needed. Text box

List of Organization-Related Tags:

Field Name Tag Description Data Type
Name ${Organization.Organization Name} Specify your company name. Text box
Phone ${Organization.Phone} Specify the official phone number of your company. Text box
Mobile ${Organization.Mobile} Specify the mobile number of your company. Text box
Fax ${Organization.Fax} Specify the FAX number of your company. Text box
Website URL ${Organization.Website} Specify your company Website URL. URL
Street ${Organization.Street} Specify the primary address of your company. Text box
City ${Organization.City} Specify the city in which your company is located. Text box
State ${Organization.State} Specify the state in which your company is located. Text box
Postal Code ${Organization.Zip Code} Specify the postal code of your company address. Text box
Country ${Organization.Country} Specify the name of the country in which your company headquarters is located. Text box
Company Logo ${companyLogo} Upload your company logo, which can be used as header in your quotes, orders, and invoices similar to letterhead. Maximum allowed size 188 x 80 px. Browse Image
Description ${Organization.Organization Description} Specify your company information. Text Area
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