Merge Fields for Word Reports

These are the NLS fields you can use to merge into a Word generated report. Create a Word document (not a mail merge document) and enter the fields by typing CTRL-F9 (this enters the curly brackets) and then entering the merge field command and the appropriate field name (exactly as listed below). Word limits you to a maximum of 63 unique fields per document. See the section on Creating the Word Document for additional information.

Example

{ MERGEFIELD city } will insert the contact’s city into your document.

See the section on Mail Merge Switches for more information on formatting your output using switches.

Contact (CIF) Merge Fields

cifno home1_phone all_cif_detail_udf
cifnumber home2_phone all_cif_demo_udf
setupdate home_fax_phone all_cif_financial_udf
cif_shortname business1_phone company
lastname1 business2_phone salutation1
firstname1 mobile_phone salutation2
middlename1 pager_phone suffix1
lastname2 other_phone suffix2
firstname2 all_phones title1
middlename2 email title2
mail_name1 cif_tin email1
mail_name2 cif_entity email2
street_address1 cif_officer cif_tin1
street_address2

cif_detail_01cif_detail_50

cif_detail_56cif_detail_805.19+

cif_tin2
city

cif_demographics_01cif_demographics_50

cif_demographics_56cif_demographics_805.19+

web_address
state

cif_financial_01cif_financial_50

cif_financial_56cif_financial_805.19+

 
zip    
country    

Loan Merge Fields

loan_number current_payoff_balance mobile_phone
acctrefno current_perdiem pager_phone
loan_shortname current_suspense other_phone
loan_name total_current_due_balance all_phones
loan_entity total_past_due_balance email
loan_tin addonint_total cif_tin
loan_type addonint_remaining cif_entity
loan_group cifnumber cif_officer
loan_class1 cif_setupdate company
loan_class2 cif_shortname salutation1
input_date lastname1 salutation2
status_code firstname1 suffix1
loan_officer middlename1 suffix2
collection_officer lastname2 title1
starting_interest_rate firstname2 title2
current_interest_rate middlename2 email1
next_rate_change_date mail_name1 email2
curr_date mail_name2 cif_tin1
curr_maturity_date street_address1 cif_tin2
payoff_date street_address2 web_address
last_activity_date city mailname_and_address
interest_paid_thru_date state name_and_address
principal_paid_thru_date zip amortized_payment_amount
interest_accrued_thru_date country all_loan_detail1_udf
original_note_amount home1_phone all_loan_detail2_udf
current_note_amount home2_phone loan_detail1_01loan_detail1_50
current_principal_balance home_fax_phone loan_detail2_01loan_detail2_50
current_interest_balance business1_phone
current_fees_balance business2_phone
current_late_charge_balance

Statement Merge Fields

mailname_and_address suffix2 payment_description
name_and_address title1 payment_amount
cifno title2 payment_paid
cifnumber cif_tin1 payment_remaining
cif_shortname cif_tin2 maturity_date
lastname1 loan_officer minimum_payment_amount
firstname1 loan_number credit_line_limit
middlename1 loan_tin balloon_payment_amount
lastname2 statement_date balloon_payment_date
firstname2 statement_due_date amortized_payment_amount
middlename2 current_rate last_payment_amount
mail_name1 total_past_due_bal last_payment_date
mail_name2 total_current_due_bal extra_line_if_duedate_changed
street_address1 original_note_amt skip_tot_payment
street_address2 current_note_amt this_period_advances
city current_principal_bal this_period_payments
state current_interest_bal this_period_interest
zip current_fees_bal this_period_fees
country current_late_charge_bal this_period_late_charges
entity_type current_payoff_bal this_period_debit
company current_perdiem this_period_credit
salutation1 addonint_total this_period_udf_1this_period_udf_10
salutation2 addonint_remaining this_period_number_of_days
suffix1 date_due item_date_order_descending