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600s - Document Merge  >  Insert Merge Fields in a Document Insert Merge Fields in a Document Brief Summary Learn how to merge fields from companies, contacts, tasks and appointments into a document in Client Track. Step 1 From Client Track sidebar menu, select a section and click Create Doc icon. Step 2 Select type of document to merge with from one of the four tabs. Step 3 Click Insert Merge Field and select type of merge field from list. Merge Field Name Data Type Example Appointment Info Appointment Name Text Client Appointment Appointment Date Date Jul 31, 2012 Appointment Start Time Time(h:Nn am/pm) 9:00 AM Appointment End Time Time(h:Nn am/pm) 9:30 AM Appointment Text Text Client Appointment Task Info Task Name Text 1st Quarterly GST Payment Task Due Date Date Jul 23, 2012 Task In-House Due Date Date Jul 15, 2012 Task Weekday Due Date Date Jul 15, 2012 Employee Assigned Text Ms.Accountant Task Year Text 2011 Task Date Date Jul 23, 2012 Task Start Time Time(h:Nn am/pm) 9:00 AM Task End Time Time(h:Nn am/pm) 9:30 AM Task Text Text Sample Task Task Type Text HST Amount Paid Text $123.50 Completed By Text Chris Counter Date Completed Date 07/23/2012 Custom Task Field 1 Text Custom Task Info 1 Custom Task Field 2 Text Custom Task Info 2 Custom Task Field 3 Text Custom Task Info 3 Custom Task Field 4 Text Custom Task Info 4 Custom Task Field 5 Text Custom Task Info 5 Time Entry Info Time Entry Name Text CIGH Time Entry Date Date Jul 18, 2012 Time Entry Start Time Time(h:Nn am/pm) 9:00 AM Time Entry End Time Time(h:Nn am/pm) 9:30 AM Time Entry Text Text Sample Time Entry Company Address Info Company Name Text Client Track Corporate Name Text Trilobyte Solutions Inc. Company Type Text Corporation Industry Type Text Software Address Text 836 Boyd Ave., Unit 1 City Text Ottawa Province Text Ontario Postal Code Text K2A 2E1 Country Text Canada Office Number Text 1-866-423-8525 Fax Number Text (613) 688-2962 Email Text inquiries@clienttrack.ca Web Site Text www.ClientTrack.ca Supervising Partner Text Susan Partner Managing Accountant Text John Accountant Custom Task Field 1 Text Company Custom Info 1 Custom Task Field 2 Text Company Custom Info 2 Custom Task Field 3 Text Company Custom Info 3 Custom Task Field 4 Text Company Custom Info 4 Custom Task Field 5 Text Company Custom Info 5 Contact Name Contact Full Name Text Isabella Daniels Contact Name Prefix Text Mrs. Contact First Name Text Isabella Contact Last Name Text Daniels Contact Name Suffix Text CMA Company Accounting Info GST Number Text 19324375RT PST Number Text 18274375 Payroll Registered As Text 1827455 Ontario Corp. Year End Date Date 12/31/2011 Corp. Tax Number Text 198475 Quebec ID Number Text 94837324 ON Corp. MCBS Number Text 94837324 Incorporation Date Date Jun 14, 2012 Charitable Number Text 3832374 NEQ Number Text 3829394 WCB Number Text 3829394 WSIB Number Text 19323743 WCB Premium Rate Text $2.98 WCB Coverage Text $50 EHT Number Text 3948483 EHT Premium Rate Text $5.98 Name Renewal Date Date 08/06/2012 Law Society Member Number Text 39348457473 Custom Task Field 1 Text Custom Info 1 Custom Task Field 2 Text Custom Info 2 Custom Task Field 3 Text Custom Info 3 Custom Task Field 4 Text Custom Info 4 Custom Task Field 5 Text Custom Info 5 Company Software Info Software Name Text Simply Accounting 2012 Software Serial Number Text SJF8 4JHF DJ3 Software Account Number Text DR 459685 Data File Saved As Text C:\Data\Client Data.cft More Contact Info Contact SIN Text 268 630 096 Contact Employee Type Text Full-Time Contact Percentage Ownership Text 100% Contact Business Name Text Client Track Contact Job Title Text Vice-President Contact Business Department Text Software Contact Business Office Text Office 210 Contact Business Phone Text 1-866-423-8525 Contact Business Cell Text (613) 853-1009 Contact Business Pager Text (613) 853-5643 Contact Business Fax Text (613) 688-2962 Contact Business Address Text 101 Industrial Dr. Contact Business City Text Nepean Contact Business Province Text Ontario Contact Business Postal Code Text K2E 7R4 Contact Business Country Text Canada Contact Business Web Site Text www.ClientTrack.ca Contact Business Email Text business@email.com Contact Personal Email Text personal@email.com Contact Personal Phone Text (613) 555-4938 Contact Personal Cell Text (613) 555-1034 Contact Personal Pager Text (613) 555-9875 Contact Personal Fax Text (613) 555-9254 Contact Home Address Text 101 Finchley St. Contact Home City Text Ottawa Contact Home Province Text Ontario Contact Home Postal Code Text K2F 2T4 Contact Home Country Text Canada Contact Personal Web Site Text www.ClientTrack.ca Contact Children Text Erin Daniels Contact Gender Text Female Contact Birthday Date June 25, 1951 Contact Anniversary Date April 25, 1975 Contact Spoken Language Text English Contact Maritial Status Text Married Contact Custom Field 1 Text Contact Info 1 Contact Custom Field 2 Text Contact Info 2 Contact Custom Field 3 Text Contact Info 3 Contact Custom Field 4 Text Contact Info 4 Contact Custom Field 5 Text Contact Info 5 Spouse Name Prefix Text Mr. Spouse First Name Text John Spouse Middle Name Text Henry Spouse Last Name Text Daniels Spouse Name Suffix Text Jr. Spouse Full Name Text John Daniels Spouse Personal Email Text jdaniels@email.com Spouse Home Phone Text (613) 555-4954 Spouse Personal Cell Text (613) 555-9812 Spouse Home Address Text 101 Finchley St. Spouse Home City Text Ottawa Spouse Home Province Text Ontario Spouse Home Postal Code Text K2F 2T4 Spouse Home Country Text Canada Spouse Gender Text Male Spouse Birthday Text April 29, 1950 Spouse SIN Text 367 845 147

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