Useful merge codes
- Fiona Hardy
- Dave Marshall
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 | Â | Â |
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 | Long Let |
Sales Tenure | <Applicant.Requirements.GetAttributeListValue | Leasehold, Share of freehold |
Â
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, | 20.00 |
Statement Notes - General statement notes | <Statement.Landlord.StatFloatNote> | |
Statement Notes - Per property note | <Statement.Layout == "PP"Â ? Statement.Landlord.GetPrpLldSettings |
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 == 1Â ? (DirectDebit.FrequencyType == "M"Â ? "on or immediately after the " + Formatter.GetFullDateString(DirectDebit.NextCollection, "dd") + " day of each month"Â : "every " + DirectDebit.FreqTypeName.TrimEnd("s".ToCharArray()))Â : "every " + DirectDebit.Frequency.ToString() + " " + DirectDebit.FreqTypeName> | on or after the 21 day of the month |
Direct Debit - Reference | <DirectDebit.Reference> | XXXXXXXX |
Â
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 |
Appointment type, including the word "Appointment" | <Entry.TypeName + (Entry.TypeName.ToLower().Contains("appointment")Â ? ""Â : " Appointment")> | Market |
Appointment type, including the word "Appointment" (in lower case) | <(Entry.TypeName + (Entry.TypeName.ToLower().Contains("appointment")Â ? ""Â : " Appointment")).ToLower()> | Market |
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 Leeds, |
Property URL | <String.IsNullOrEmpty(Entry.Property.URL)Â ? MergeHelper.MergeString(LoggedNegotiator.Config.PrpUrl, Entry.Property)Â : Entry.Property.URL> |
Additional negotiators
Data | Merge Code | Example Output |
---|
Data | Merge Code | Example Output |
---|---|---|
List all additional negotiator names | <script: | 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")> | |
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> | Â |
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 |
Additional tenant 1 - guarantor email | <Tenancy.GetTenantGuarantors()[1].Contact.GetPhone("e")> | |
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 |
Additional tenant 2 - guarantor email | <Tenancy.GetTenantGuarantors()[1].Contact.GetPhone("e")> | |
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 |
Additional tenant 1 - guarantor email | <Tenancy.GetTenantGuarantors(Tenancy.Tenants[1])[0].Contact.GetPhone("e")> | |
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 |
Additional tenant 2 - guarantor email | <Tenancy.GetTenantGuarantors(Tenancy.Tenants[2])[0].Contact.GetPhone("e")> | |
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 |
Guarantor email | <Extra.Contact.GetPhone("e")> | |
Guarantor home phone | <Extra.Contact.GetPhone("h")> | 0113 288 2903 |
Â
Data | Merge Code | Example Output |
---|
Data | Merge Code | Example Output |
---|---|---|
Landlord Registration Details | Â <Property.Lettings.GetLandlordRegistration().ID1> | Â LL1456789 |
Joint Landlord Registration Number |
| 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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