Available merge tags

To access the merge tags, click the MERGE button.mergebutton.jpg

You will see a new screen with all available merge tags. To add a merge tag, click the Add button.mergescreen.jpg

Customer Information:

{custom_custom_goes_by} - Goes By

{custom_custom_salute} - Salute

{custom_custom_status_code} - Client status, ex CLI or PRO

 

CSR info:

{custom_custom_csr_email} - CSR email on the customer file

{custom_custom_csr_name} - CSR name on the customer file

{custom_custom_csr_phone} - CSR phone on the customer file

{custom_custom_csr_title} - CSR title on the customer file

{custom_custom_csr_image} - CSR image in Pathway

{custom_custom_csr_signature_image} - CSR signature image in Pathway

 

Producer info:

{custom_custom_prd_email} - PRD email on the customer file

{custom_custom_prd_name} - PRD name on the customer file

{custom_custom_prd_phone} - PRD phone on the customer file

{custom_custom_prd_title} - PRD title on the customer file

{custom_custom_prd_image} - PRD image in Pathway

{custom_custom_prd_signature_image} - PRD signature image in Pathway

 

Policy info:

{|policy:|policynum|} - policy number

{|policy:|buscode|} - line of business code, ex: AUTO, HOME, HABL

{|policy:|effective|} - effective date

{|policy:|renewal|} - renewal date

{|policy:|cancelled_date|} - date when the policy was cancelled

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