Useful merge codes

Owned by Fiona Hardy
Last updated: Jul 31, 2023 by Fiona Hardy
12 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

This page contains a list of merge codes that are not currently available in the Letter Template Editor (LTE)

Data

Merge code

Example output

Data

Merge code

Example output

Company attention name

<Applicant.CmpAttnName>

John Doe

Negotiator Image

 

 

Financial Services Permission Given

<Applicant.FSGiven ? "Yes" : "No">

Yes / No

Has made offers (sales only)

<Referral.Applicant.HasOffers ? "Yes" : "No">

Yes / No

Most Recent Offer Property Address

<Applicant.LastOffer.Property.Address.FullAddress>

Atlantic Terrace, New Polzeath, PL27 6UG

Contact related

Data

Merge Code

Example Output

Data

Merge Code

Example Output

Contact Categories

<Applicant.PrimaryContact.CategoryString.Replace("; ", Convert.ToChar(13).ToString())>

Age Range: 20-29, 30-39

Nationality: American Lists all ticked contact categories with each catagory on a seperate line. It is not possible to only list a specific category.

Requirements

Data

Merge Code

Example Output

Data

Merge Code

Example Output

List All Requirements

<Applicant.Requirements.ToString()>

House, 1+ Total Bedrooms, Share of freehold, Leasehold, Lease 30+ years, Areas: LEE,DEV

Areas List

<Applicant.Requirements.GetAreaOrAddressInfo()>

Areas: LEE,DEV

Lettings Tenure

<Applicant.Requirements.GetAttributeListValue
(Applicant.Requirements.Department.LetTenureList, Applicant.Requirements.LetTenure, "tenure")>

Long Let

Sales Tenure

<Applicant.Requirements.GetAttributeListValue
(Applicant.Requirements.Department.TenureList, Applicant.Requirements.Tenure, "tenure")>

Leasehold, Share of freehold

 

Landlord statement

Data

Merge Code

Example Output

Data

Merge Code

Example Output

Landlord's 1st property code

<Statement.Landlord.Properties[0].Code>

LDS140001

Individual item VAT rate

<VatRate.GetRate(StatItem.NomTran.VatCode,
StatItem.NomTran.Date)>

20.00

Statement Notes - General statement notes

<Statement.Landlord.StatFloatNote>



Statement Notes - Per property note

<Statement.Layout == "PP" ? Statement.Landlord.GetPrpLldSettings
(StatItem.PrpCode).GetValue("StmNote", "") : "">



Landlord & tenant invoices

Data

Merge Code

Example Output

Data

Merge Code

Example Output

Individual item VAT rate

<VatRate.GetRate(NomTran.VatCode,NomTran.Date)>

20.00

Associated Property Address

{script: if (Charge.Property != null && Charge.Property.IsPartial)

{ Charge.Property.Refresh(); } return (Charge.Property != null && String.IsNullOrEmpty(Charge.Property.Address.FullAddress) ? "Payment Receipt" : Charge.Property.Address.FullAddress);}

1 Park Court, 40 Park Cross Street, Leeds, LS1 2QH

Direct Debit

Data

Merge code

Example Output

Data

Merge code

Example Output

Tenant - Envelope Name

<DirectDebit.Tenant.EnvelopeName>

Mr J Doe

Tenant - All mailing salutations

<DirectDebit.Tenant.MailingSaltn>

Mr Doe

Tenant - Mailing Address (envelope format)

<DirectDebit.Tenant.MailingAddress.AddressWithReturns>

1 Park Court

40 Park Cross St

Leeds

LS1 2QH

Tenant - Bank Account Number

<DirectDebit.Tenant.MainAccount.AccountNum>

00000000

Tenant - Sort Code

<DirectDebit.Tenant.MainAccount.SortCode>

00-00-00

Direct Debit - Service User Number

<LoggedNegotiator.Config.DirectDebitServiceUserNo>

XXXXXX

Direct Debit - Next collection date

<DirectDebit.NextCollection.ToShortDateString()>

21/11/2016

Direct Debit - Amount

<Formatter.FormatPrice(DirectDebit.Amount, 2)>

£333.33

Direct Debit - Next Collection Date

<DirectDebit.Frequency == 1 ? (DirectDebit.FrequencyType == "M" ? "on or immediately after the " + Formatter.GetFullDateString(DirectDebit.NextCollection, "dd") + " day of each month" : "every " + DirectDebit.FreqTypeName.TrimEnd("s".ToCharArray())) : "every " + DirectDebit.Frequency.ToString() + " " + DirectDebit.FreqTypeName>

on or after the 21 day of the month

Direct Debit - Reference

<DirectDebit.Reference>

XXXXXXXX

 

Appointments

Data

Merge Code

Example Output

Data

Merge Code

Example Output

Created date

<Entry.Register.ToShortDateString()>

16/05/2016

Created by

<Entry.MadeBy.Name>

John Doe

Start time

<Entry.DateTime.ToShortTimeString()>

13:51

End time

<Entry.DateTime.AddMinutes

(Entry.Duration).ToShortTimeString()>

14:51

Appointment type (in lower case)

<Entry.TypeName.ToLower()>

market
appraisal

Appointment type, including the word "Appointment"

<Entry.TypeName + (Entry.TypeName.ToLower().Contains("appointment") ? "" : " Appointment")>

Market
Appraisal Appointment

Appointment type, including the word "Appointment" (in lower case)

<(Entry.TypeName + (Entry.TypeName.ToLower().Contains("appointment") ? "" : " Appointment")).ToLower()>

Market
appraisal appointment

Accompanied?

<Entry.UnAcc ? "Accompanied" : "Unaccompanied">

Accompanied

Unaccompanied

Negotiator Image





Associated Contact Salutation

<!String.IsNullOrEmpty(Entry.TableCode) ? Entry.AssociatedContact.MailingSaltn : Entry.Property.AllMailingSaltns>

Mr Doe

Property Address (if a property has been added)

<!String.IsNullOrEmpty(Entry.PrpCode) ? Property.Address.FullAddress : "">

1 Park Court,

40 Park
Cross Street,

Leeds,
LS1 2QH

Property URL

<String.IsNullOrEmpty(Entry.Property.URL) ? MergeHelper.MergeString(LoggedNegotiator.Config.PrpUrl, Entry.Property) : Entry.Property.URL>

http://
www.example
.com
/sales/
LDS140003

Additional negotiators

Data

Merge Code

Example Output

Data

Merge Code

Example Output

List all additional negotiator names

<script:
string ret = "";
foreach (Negotiator otherNegotiator in Entry.OtherNegotiators)
{
ret += otherNegotiator.Name + ", ";
}
ret = Formatter.CleanList(ret);
return ret;>

John Doe,

Joe Bloggs

Negotiator 1 - Name

<Entry.OtherNegotiators[0].Name>

John Doe

Negotiator 1 - Title

<Entry.OtherNegotiators[0].Title>

Senior Negotiator

Negotiator 1 - Phone

<Entry.OtherNegotiators[0].GetPhone("b")>

0113 288 2903

Negotiator 1 - Email

<Entry.OtherNegotiators[0].GetPhone("e")>

jdoe@
example.com

Negotiator 1 - Address

<Entry.OtherNegotiators[0].Office.Address.FullAddress>

1 Park Court, 40 Park Cross St, Leeds LS1 2QH

Negotiator 1 - Image file path

<Entry.OtherNegotiators[0].ImgFilePath>

jdoe@
example.com

 

Tenancy guarantors (arranging tenancy only)

Data

Merge Code

Example Output

Data

Merge Code

Example Output

Additional tenant 1 - guarantor name

<Tenancy.GetTenantGuarantors()[1].Contact.Name>

John Doe

Additional tenant 1 - guarantor address

<Tenancy.GetTenantGuarantors()[1].Contact.Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Additional tenant 1 - guarantor email

<Tenancy.GetTenantGuarantors()[1].Contact.GetPhone("e")>

jdoe@
example.com

Additional tenant 1 - guarantor home

<Tenancy.GetTenantGuarantors()[1].Contact.GetPhone("h")>

0113 288 2903

Additional tenant 2 - guarantor name

<Tenancy.GetTenantGuarantors()[2].Contact.Name>

John Doe

Additional tenant 2 - guarantor address

<Tenancy.GetTenantGuarantors()[2].Contact.Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Additional tenant 2 - guarantor email

<Tenancy.GetTenantGuarantors()[1].Contact.GetPhone("e")>

jdoe@
example.com

Additional tenant 2 - guarantor home

<Tenancy.GetTenantGuarantors()[1].Contact.GetPhone("h")>

0113 288 2903

Tenancy guarantors (current tenancy only)

Data

Merge Code

Example Output

Data

Merge Code

Example Output

Additional tenant 1 - guarantor name

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[1])[0].Contact.Name>

John Doe

Additional tenant 1 - guarantor address

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[1])[0].Contact.Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Additional tenant 1 - guarantor email

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[1])[0].Contact.GetPhone("e")>

jdoe@
example.com

Additional tenant 1 - guarantor home

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[1])[0].Contact.GetPhone("h")>

0113 288 2903

Additional tenant 2 - guarantor name

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[2])[0].Contact.Name>

John Doe

Additional tenant 2 - guarantor address

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[2])[0].Contact.Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Additional tenant 2 - guarantor email

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[2])[0].Contact.GetPhone("e")>

jdoe@
example.com

Additional tenant 2 - guarantor home

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[2])[0].Contact.GetPhone("h")>

0113 288 2903

Guarantor screen letters

Data

Merge Code

Example Output

Data

Merge Code

Example Output

Guarantor name

<Extra.Contact.Name>

John Doe

Guarantor address

<Extra.Contact.Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Guarantor email

<Extra.Contact.GetPhone("e")>

jdoe@
example.com

Guarantor home phone

<Extra.Contact.GetPhone("h")>

0113 288 2903

 

Data

Merge Code

Example Output

Data

Merge Code

Example Output

Landlord Registration Details

 <Property.Lettings.GetLandlordRegistration().ID1>

 LL1456789

Joint Landlord Registration Number

<script: Contact secLandlord =
Property.Lettings.Landlord.
GetJointLandlord(0); if
(secLandlord != null && secLandlord.
IDChecks.Count!= 0 &&
Property.LocalAuthority != null)
{ IDCheck idchk = (from ci in
secLandlord.IDChecks
orderby ci.ID1Expire descending
where ci.IsRegistration
&& ci.Active && ci.RegCode ==
Property.LocalAuthority.Code
select ci).FirstOrDefault();
return idchk != null ? idchk.
ID1 : ""; } return ""; >

LL1456790

NOTES

1.To pull though, the Property must exist 2.the property cannot be 'Newly Added' 3.the Property Must have a Local Authority 4.There must be a Landlord Primary Contact 5.ID Check must be a Landlord Registration 6.it must be ACTIVE



 

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