Database Mail Merge Fields

Owned by Debby Gibson
Last updated: Oct 08, 2020
1 min read

Nimbus CDM provides Database merge fields, which can be used in Documents and Templates. These fields pick-up the relevant data from the Nimbus database and replace the field when the document is PDF'd. It is recommended that these fields be entered into the Document template so that when a new document is created off the template, the fields are already in place. 

You can either add a field to a document or document template using:

  • the Insert fields option available on the Online Editor ribbon bar OR

  • the Custom fields option available on the Word CDM AddIn via the CRM option on the ribbon bar OR

  • enter the fields manually eg: <Client Name>

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There are six different categories of fields, which are:

Field

Names

Field

Names

Business

Business Name 
Business Address 
Business Phone 
Business Fax 
Billing Email Address 
Billing Salutation

From

From Email Address 
From Salutation 
From First Names 
From Surname 
From Job Position

Client

Client Code 
Client Name 
Client Address 
Client Phone 
Client Fax 
Client Responsibility
Client ABN/ACN
Client Group

To

To Email Address 
To Salutation 
To First Names 
To Surname
To Login Code

Custom

These are the Custom fields that relate to Client Entities, that have been added to your database via Templates / Client Templates / Custom Fields

Document Fields

Doc Name 
Doc Location 
Doc Revision 
Doc Status 
Doc Matter 
Doc Type 
Doc Author 
Doc Created 
Doc Modified 
Doc Modified By 
Doc Category 
Doc Class

14 Additional Document Custom Fields

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