Merge Sources Overview

Merge Sources Overview

When a Microsoft Word document is created through Junxure, six options are provided for merge fields, integrating data in Junxure seamlessly with templates. While the default merge source (clientmerge.rtf) provides a wide selection of standard data points needed when creating general correspondence and mass mailings, the other 5 options expand your choices to include almost any data needed from inside or outside of Junxure. The lists below show the data points available in each merge source option.

For more information on using Merge sources, see Creating a Single Document.

Merge Source Options

clientmerge.rtf: This is the most common merge source, used this for most letters

Age
Anniversary
Birthday
BusinessStreet
BusinessStreet2
Businesscity
BusinessFax
BusinessPhone
BusinessPostalCode
BusinessState
ClientID
CLSP
Company
CompanyMainPhone
ContractDate
Dear
EmailAddress
FirstName
FPContractDate
Homecity
HomePhone
HomePostalCode
HomeState
HomeStreet
HomeStreet2
IPSDate
JobTitle
JoinedNickname
jxCode
LastName
MailAdd
MailAddNoName
MiddleName
Nickname
Othercity
OtherPostalCode
OtherState
OtherStreet
OtherStreet2
PrefEmail
PrefName
QuestDate
ReferredBYID
ReferredByname
Rep1
Rep2
RepLetterSignature
Salutation
Source
SpouseAge
SpouseBirthday
SpouseEmailAddress
SpouseFirstName
SpouseLastname
SpouseMiddleName
SpouseNickname
SpouseSalutation
SpouseSSN
SSN
TodaysDate
Initials
UserLetterSignature
 
 
 

clientlabelmerge.rtf: This merge source is useful when creating a set of mailing labels. It has the addresses broken out into individual component to provide flexibility in text layout or spacing.

ClientID
PrefName
MailPrefAdd1
MailPrefAdd2
MailPrefAdd3
MailPrefCity
MailPrefState
MailPrefZip
MailAdd
MailAddNoName
HomeStreet
HomeStreet2
HomeStreet3
HomeState
HomeZip
BusinessStreet
BusinessStreet2
BusinessStreet3
Businesscity
BusinessState
BusinessPostalCode
BusinessPhone
CLSP
Company
Dear
FirstName
JoinedNickname
LastName
MiddleName
Nickname
OtherCity
OtherPostalCode
OtherState
OtherStreet
OtherStreet2
Salutation
SpouseFirstName
SpouseLastname
SpouseMiddleName
SpouseNickname
SpouseSalutation
TodaysDate
restricted
PrefEmail
EmpID

clientreferralmerge.rtf: This is a merge source that should only be used when using the Add a Client Wizard.

TodaysDate
Nickname
SpouseFirstName
CLSPReferrer
ReferrerFirstName
CLSP
RepLetterSignature
ReferrerPrefName
ReferrerCompany
ReferrerLastName
ReferrerMiddleName
ReferrerSalutation
ReferrerNickname
Salutation
JoinedNickname
ReferrerSpouseSalutation
MailAdd
PrefName
LastName
FirstName
ReferrerJoinedNickname
MiddleName
Birthday
Age
JobTitle
ReferrerSpousefistName
SpouseSalutation
SpouseLastname
SpouseMiddleName
SpouseBirthday
ReferrerSpouseNickname
SpouseAge
Anniversary
Company
BusinessStreet
BusinessStreet2
Businesscity
BusinessState
BusinessPhone
BusinessFax
CompanyMainPhone
HomeStreet
HomeStreet2
Homecity
HomeState
HomePostalCode
HomePhone
OtherStreet
OtherStreet2
Othercity
OtherState
OtherPostalCode
ContractDate
Rep1
Rep2
ReferredByname
QuestDate
IPSDate
Source
ReferrerMailAdd
ReferrerMailAddNoName
Initials
UserLetterSignature
 
 

clientuserfieldmerge.rtf: includes fewer fields than the mail clientmerge.rtf, but it will include all of the User fields that you have defined in Junxure.

WebPassword
MyFicoLogin
MyFicoPass
MyFicoLog-SP
MyFicoPass-SP
LastName
FirstName
CLSP
JoinedNickname
PrefName
PrefEmail
MailAdd
MailAddNoName
UserLetterSignature
 
SpouseFirstName
TodaysDate
SpouseLastname
RepLetterSignature
 

data labels above contain fields that set up in Custom User fields on the Profile tab. The fields shown here will probably not match the fields on your user tab, as these are customized to your office needs. See Profile Tab - User Fields for more information about these data points.

custommerge.rtf: based on a custom merge source list created with data points from within Junxure chosen by you. See Custom Merge Fields for more information.

No Merge Source: When using this option, Junxure will not create any merge sources files, but it will just open the file.

External Merge Source: When using this option, Junxure will not create any merge sources files, but it will just open the file. This assumes that you have created your own merge source external to Junxure and Junxure will not perform any automation on this. Documents with this merge source selected cannot be supported by Junxure tech support.

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