How do I add automatic merge fields to a HTML form letter in Letters?

Fields

Merge Field

Description

Service Field

{ServiceID}

ID number associated with a case or other service record

 {AssignedTo}

The alias of the staff member assigned to a service record

 {AssignedToName}

 The full name of the staff member assigned to a service record

 {Synopsis}

 The service description

 {ServiceCreatedOn}

 The Created On date of the service record

 {ServiceReceivedDate}

 The date the service request was received

 {ServiceDueDate}

 The due date for the service

 {NextDueDate}

 The next due date for the case (based on next follow up date)

 {Tags}

 The tags assigned to the case

Contact Fields

{ContactID}

ID number associated with the primary contact

{OrganizationID}

ID number associated with primary contact's organization             

{Prefix}

TO contact’s case prefix

{First}

TO contact’s case first name

{Middle}

TO contact’s case first name

{Last}

TO contact’s case last name

{Suffix}

TO contact’s case suffix

{DateOfBirth}

TO contact’s case date of birth

{OrganizationName}

TO contact’s case organization's name

{Department}

TO contact’s case department name

{Salutation}

TO contact’s case salutation

{Title}

TO contact’s case title

{Title2}

TO contact’s case title 2

Address Fields

{AddressID}

ID number associated to the “TO ” contact’s address

{CassLabel}

TO contact’s single line USPS CASS-formatted address block (used for envelopes to lower postage costs) - e.g., 1025 1ST ST SE APT 507 WASHINGTON DC 20003-5323

{Street1}

TO contact’s Street 1 of Mailing Address

{Street2}

TO contact’s Street 2 of Mailing Address

{Street3}

TO contact’s Street 3 of Mailing Address

{City}

TO contact’s city

{State}

TO contact’s state abbreviation

{StateName}

TO contact’s full state name

{Zip}

TO contact’s zip code

{Csz}

TO contact’s city, state and zipcode

{County}

TO contact’s county

{Country}

TO contact’s country

Phone Fields

{HomePhone}

TO contact’s home phone number

{Mobile}

TO contact’s mobile phone number

{WorkPhone}

TO contact’s work phone number

{FaxNumber}

TO contact’s fax number

Staff Fields

{FromStaffID}

ID number associated with from staff

{StaffPrefix}

Assigned staff member's Prefix

{StaffFirst}

Assigned staff member's First Name

{StaffMiddle}

Assigned staff member's Middle Name

{StaffLast}

Assigned staff member's Last Name

{StaffSuffix}

Assigned staff member's Suffix

{StaffStreet1}

Assigned staff member's street address

{StaffCity}

Assigned staff member's city

{StaffState}

Assigned staff member's state

{StaffZip}

Assigned staff member's zip code

{StaffTitle}

Assigned staff member's title

{StaffEmailAddress}

Assigned staff member's email address

{StaffHomePhone}

Assigned staff member's home phone

{StaffCellPhone}

Assigned staff member's cell phone

{StaffFax}

Assigned staff member's fax number

{StaffWorkPhone}

Assigned staff member's work number

{StaffWorkExtension}

Assigned staff member's work extension

{StaffFullName}

Assigned staff member’s full name (Prefix First Last)

{StaffName}

Assigned staff member’s first and last name (User Management table)

{StaffLocation}

Assigned staff member's office location (User Management table)

{StaffInitials}

Assigned staff member's initials

{OfficeName}

The office name associated with the case (Office Locations table)

{County}

The county associated with the case

{ClaimNumber}

The claim number associated with the case

{Resolution}

The resolution associated with the case

Fields for Primary Contact Associated to a Case

{PrimaryContactID}

ID number associated with primary contact

{PrimaryConstPrefix}

The primary contact’s prefix

{PrimaryConstFirst}

The primary contact’s first name

{PrimaryConstMiddle}

The primary contact’s middle name

{PrimaryConstLast}

The primary contact’s last name

{PrimaryConstSuffix}

The primary contact’s suffix

{PrimaryConstSSN}

The primary contact’s Social Security number

{PrimaryConstTaxID}

The primary contact’s Tax ID number

{PrimaryConstINSNumber}

The primary contact’s INS number

{PrimaryConstPhoneNumber}

The primary contact’s phone number

{PrimaryConstEmailAddress}

The primary contact’s email address

{PrimaryConstDateOfBirth}

The primary contact’s date of birth

{PrimaryHisHer}

The pronoun that describes the primary contact - His or Her

{PrimaryHeShe}

Fields for Secondary Contact Associated to a Case

{SecondaryContactID}

ID number associated with a secondary (related) case contact

{SecondaryConstPrefix}

The secondary contact’s prefix

{SecondaryConstFirst}

The secondary contact’s first name

{SecondaryConstMiddle}

The secondary contact’s middle name

{SecondaryConstLast}

The secondary contact’s last name

{SecondaryConstSuffix}

The secondary contact’s suffix

{SecondaryConstOrg}

The secondary contact's organization

{SecondaryConstSSN}

The secondary contact’s Social Security number

{SecondaryConstTaxID}

The secondary contact’s Tax ID number

{SecondaryConstINSNumber}

The secondary contact’s INS number

{SecondaryConstPhoneNumber}

The secondary contact’s phone number

{SecondaryConstEmailAddress}

The secondary contact’s email address

{SecondaryConstDateOfBirth}

The secondary contact’s date of birth

{SecondaryConstStreet1}

The secondary contact’s street address

{SecondaryConstCity}

The secondary contact’s city

{SecondaryConstState}

The secondary contact’s state abbreviation

{SecondaryConstStateName}

The secondary contact’s full state name

{SecondaryConstZip}

The secondary contact’s zip code

{SecondaryConstCsz}

The secondary contact’s city, state and zip code

{SecondaryConstCountry}

The secondary contact’s country

User Defined Fields

CwUdftext1

Case text field 1

CwUdftext2

Case text field 2

CwUdftext3

Case text field 3

CwUdfnum1

Case numerical field 1

CwUdfnum2

Case numerical field 2

CwUdfnum3

Case numerical field 3

CwUdfDate1

Case date field 1

CwUdfDate2

Case date field 2

CwUdfDate3

Case date field 3

ContactUdftext1

Contact text field 1

ContactUdftext2

Contact text field 2

ContactUdftext3

Contact text field 3

ContactUdfnum1

Contact numerical field 1

ContactUdfnum2

Contact numerical field 2

ContactUdfnum3                              

Contact numerical field 3

ContactUdfDate1

Contact date field 1

ContactUdfDate2

Contact date field 2

ContactUdfDate3

Contact date field 3