GreatSoft Merge Fields for Templates

Insert these merge fields into your file or email templates to populate your templates with your client and contact data from GreatSoft

Date fields

Any template can use the following date fields to populate dates whether SuiteFiles is connected to GreatSoft or not:

Date Field

[DATE:TODAY]
[DATE:TODAYTEXT]
[DATE:FULLTODAYTEXT]
[DATE:YEAR]

Value

Today's date formatted DD/MM/YYYY (e.g. 21/04/2022)
Today's date formatted DD MMM YYYY (e.g. 21 Apr 2022)
Today's date formatted DD MMMM YYYY (e.g. 21 April 2022)
The current year formatted YYYY (e.g. 2022)

Available Merge Fields

When working with document and email templates in SuiteFiles you can add merge fields to them that will pull information about the client from GreatSoft and display in the finished file or email. The field syntax to use and their corresponding data in GreatSoft are:

Field Name	Value
[CLIENT:NAME]	BUSINESS NAME
[CLIENT:ADDRESS]	BUSINESS ADDRESS
[CLIENT:CLIENTCODE]	CLIENT CODE
[CLIENT:TYPECODE]	TYPE CODE
[CLIENT:CLIENTMANAGER]	CLIENT MANAGER
[CLIENT:CLIENTPARTNER]	CLIENT PARTNER
[CLIENT:OFFICECODE]	OFFICE CODE
[CLIENT:EMAIL]	CLIENT EMAIL
[CUSTOM:BUSINESSADDRESS]	BUSINESS ADDRESS
[CUSTOM:POSTALADDRESS]	POSTAL ADDRESS
[CUSTOM:REGISTEREDADDRESS]	REGISTERED ADDRESS
[CUSTOM:PHYSICAL_OR_RESIDENTIAL_ADDRESS]	Displays Physical Address first, but if Physical Address does not exist, will display Residential Address

Templates resources

For steps on using the above merge fields in your file or email templates, see: