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Available Merge Fields for Cover Letters

Updated

 

The Goal: Understand which merge fields are available for cover letters so the right purchaser (customer) information is pulled onto the invoice you are sending.

Before You Begin:

  • You need access to your cover letter document templates in Settings, General Settings section, under Document Generation Templates.
  • Remember that for cover letters, the system looks to the purchaser (customer) to whom you are sending the invoice to find the appropriate information.

Step-by-Step Instructions

  1. Go to Settings, General Settings section, click Document Generation Templates to locate your cover letter template.
  2. When building or editing the cover letter, insert any of the merge fields below. The system will populate them from the purchaser (customer) on the invoice.

  3. Use the table below as a reference for each available merge field and the value it returns:

    Merge Field Name Description
    UFContactPrefix Prefix for the contact(s) to whom you are sending the invoice.
    UFContactFirstName First name of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
    UFContactMiddleName Middle name of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
    UFContactLastName Last name of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
    UFContactSuffix Suffix of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
    UFContactCommonName Common name of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
    UFContactName Full contact name of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
  4. This list may not be current; always check the available merge fields for your document within GrowthZone to verify all active available merge fields for that document type.

Common Pitfalls

  • Expecting member data instead of purchaser data: Cover letter merge fields pull from the purchaser (customer) on the invoice, not from any other contact. Confirm the correct customer is set on the invoice before printing the cover letter.

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