Merge Fields

A “Merge Field” is essentially a computer code, or string, that will be replaced with content as long as that content exists. If the content doesn't exist, it will be blank. DRS uses merge fields multiple places throughout the software for the ease and simplicity of configuration and documents. The source of the data could vary but most information comes from Admin > General Config > Company Info or data gathered from the customer's order.

Some merge fields have been provided below in the remainder of this article. There are several more available from any document's edit screen. Click on a document to edit it, and then click the question mark icon next to "Content":

Click on the header titles to see a list of available merge fields:

Notice that the merge field title precedes the name. For example, “company address” is under “setting”. The merge field is “[setting:company_name]”. Other merge fields follow the same format with underscores replacing spaces:

• [title:name_of_merge_field]

Company Information Merge Fields

The following merge fields come from Admin > General Config > Company Info:

• [setting:company_address]
• [setting:company_city]
• [setting:company_state]
• [setting:company_zip]
• [setting:company_phone]
• [setting:company_email]

Besides company information, your company logo is used in several places through the system. You may use the following merge field for your logo, and the pixel code is editable to adjust the size of the logo:

• [general_image:logo?max-height=80px&;max-width=360px]

Additional Merge Fields Available

Customer Information Merge Fields

The following merge fields will insert customer information:

• Contact Person: [customer:firstname] [customer:lastname]
• Order Address: [order:address]
• City, State, Zip: [order:city], [order:state], [order:zip]
• Home Phone: [customer:phone]
• Cell Phone: [customer:mobile_phone]

Billing Address Merge Fields

• Billing Address: [customer:address]
• City, State, Zip: [customer:city], [customer:state] [customer:zip]

Order Merge Fields

• [order:event_full_timespan] - Shows the order's start day, date, and time. Also shows the order's end day, date, and time (if different)
• [order:event_start_datetime] Shows the order start date and time
• [order:event_start_date] - Shows the order start date
• [order:event_start_time]- Shows the order start time
• [order:due_date] - Shows the due date based on the Payment Terms.
• [quote_id] - Shows the Order ID of Batch Invoices

• [setting:current_date] - Used to indicate that today's date is the invoice date. 

Delivery Merge Fields

• [order:start_day_of_week] - Shows the delivery day
• [order:start_datetime] - Shows the delivery date and time
• [order:start_date] - Only shows the delivery date
• [order:start_time] - Only shows the delivery time

Pickup Merge Fields

• [order:end_day_of_week] - Shows the pickup day
• [order:end_datetime] - Shows the pickup date and time
• [order:end_date] - Only shows the pickup date
• [order:end_time] - Only shows the pickup time

Serial Number Merge Fields

• [assigned_serial_number:{current}] - Returns the serial number that is currently assigned (checked out). If there's nothing checked out, it will return "Not Currently Assigned".
• [assigned_serial_number:{first}] - Returns the first serial number that was checked out for the subject order.
• [assigned_serial_number:{last}] - Returns the last serial number that was checked out for the subject order, even if it is checked back in.
• [assigned_serial_number:{history}] - Provides a list of serial numbers that are associated with the subject order with check in/out dates and times.

Document Merge Fields

• ((MANAGE_EVENT_LINK)) - Creates a link to pay for a single order. 
• ((DIGITAL_CONTRACT)) - Created a link to sign the Service Agreement or Contract.
• ((COMBINED_BILLING_PAYMENT_LINK)) - Created a payment link for a Batch Invoice. 

Loyalty Point Merge Fields

• [points_balance:[point_type_name]] (i.e. - [points_balance:loyalty]) - Shows the customer's Point balance for the given Point Type specified. NOTE: use the "Internal Code Name" field, not the "Display Name" field. See the picture below
• [points_balance:all] - Shows the customer's Point balance for all Point types (zero balances are hidden)
• [points_balance:eligible_coupons] - Shows a table listing any eligible Coupons according to the customer's current Point balances
• [points_balance:earned] - Shows all Points earned for the current Order
• [points_balance:earned.[order_id]] (i.e. - [points_balance:earned.1024]) - Shows all Points earned for a specific Order (not necessarily the current Order)