Standard Merge Fields

Standard Merge Fields

The following are the standard merge fields that can be used in templates in order to retrieve relevant data.

Inventory Template Tags

While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, Vendors, Quotes, Sales Orders, Invoices, and Purchase Orders modules.

List of Standard Fields:

Field Name Tag Description Data Type
First Name ${User.First Name} Specify the first name of the user. Text box
Last Name ${User.Last.Name} Specify the last name of the user. This field is a mandatory field. Text box
Email ${User.Email} Specify the official E-mail ID of the user. This is a mandatory field. URL
Phone ${User.Phone} Specify the official phone number of the user. Pick list
Mobile ${Mobile} Specify the mobile phone number of the user. Text box, integer value
Fax ${User.Fax} Specify the FAX number of the user. Text box
Street ${User.Street} Specify the primary address of the Zoho CRM user. Text box
City ${User.City} Specify the name of the city where the user lives. Text box
State ${User.State} Specify the name of the state where the user lives. Text box
Zip ${User.Zip Code} Specify the postal code of the user's address. Text box, integer value
Country ${User.Country} Specify the name of the user's country. Text box
Signature ${User.Signature} Specify the signature of the sender where needed. Text box
User Role ${User.Role} Specify the role of the user where needed. Text box

List of Organization-Related Tags:

Field Name Tag Description Data Type
Name ${Organization.Organization Name} Specify your company name. Text box
Phone ${Organization.Phone} Specify the official phone number of your company. Text box
Mobile ${Organization.Mobile} Specify the mobile number of your company. Text box
Fax ${Organization.Fax} Specify the FAX number of your company. Text box
Website URL ${Organization.Website} Specify your company Website URL. URL
Street ${Organization.Street} Specify the primary address of your company. Text box
City ${Organization.City} Specify the city in which your company is located. Text box
State ${Organization.State} Specify the state in which your company is located. Text box
Postal Code ${Organization.Zip Code} Specify the postal code of your company address. Text box
Country ${Organization.Country} Specify the name of the country in which your company headquarters is located. Text box
Company Logo ${companyLogo} Upload your company logo, which can be used as header in your quotes, orders, and invoices similar to letterhead. Maximum allowed size 188 x 80 px. Browse Image
Description ${Organization.Organization Description} Specify your company information. Text Area

    • Related Articles

    • Standard Fields in Opportunities

      Following are the list of Zoho defined standard fields available in the Opportunities module: Field Name Description Data type Maximum Limit Deal Owner Select the name of the user to whom the deal is assigned. Lookup   Deal Name* Specify name of the ...

    • Standard Fields in Forecasts

      Following are the list of Zoho defined standard fields available in the Forecasts module: Field Name Description Year Select the fiscal year from the drop-down list. Forecast Period The period for which you can create forecasts can be either ...

    • Standard Fields in Vendors

      Following are the list of Zoho defined standard fields available in the Vendors module: Field Name Description Data type Maximum Limit Vendor Owner Select the name of the user to whom the Vendor details is assigned. Lookup   Vendor Name* Specify the ...

    • Standard Fields in Solutions

      Following are the list of Zoho defined standard fields available in the Solutions module: Field Name Description Data type Maximum Limit Solution Number Display the case ID after creating a solution Number 16 digit Solution Title* Specify the subject ...

    • Standard Fields in Campaigns

      Following are the list of Zoho defined standard fields available in the Campaigns module: Field Name Description Data type Maximum Limit Campaign Owner Select the name of the user to whom the campaign is assigned. Pick list - Campaign Name* Specify ...