Refer to Unique Document Reference Number. To include the unique FYI reference number, add the Merge Field «ReferenceNumber» to Word Templates or Stationery. Note: There is a known issue where the values are not currently populated for the Merge Fields for Manager Phone, Manager Mobile, Partner Phone and Partner Mobile. If user information such as the direct or mobile phone number of the owner needs to be added or updated, this needs to be done in the Staff profile within your practice management software and then synced to FYI. ![]() ![]() These examples are added as «OwnerName», «OwnerPhone» User information from Staff in your Practice Management Softwareįor example, the Owner (creator of the document) Name and Phone. These examples are added as the Merge Field codes «Name», «ContactName», «Addressee», «Salutation». Information from your Practice Management Softwareįor example the client's Name, Contact Name, Addressee, Salutation is retrieved from your practice management software for the primary contact of the client, as displayed on the Client - Summary tab (refer to Client Summary). These examples are added as the Merge Field codes «FirstName», «LastName», «PostalAddress» If you will be editing the Template or Stationery from FYI, you need to use the Edit from Desktop function.Ĭlient information from your Practice Management Softwareįor example, First Name and Last Name of the addressee, and the Postal Address.If you have prepared the Word document and will be using drag and drop or Upload to import it as a Template, you can add the Merge Fields to the document using the desktop version of Word.The functionality is not available in the Online version of Word. When adding Merge Fields to a Word document, this must be done using the desktop version of Word. Important - Use the Desktop Version of Word when adding Merge Fields Merge Fields for Custom Fields that are Maintained in FYIĬlick here to download the FYI Merge Fields.docx for a list of Merge Fields that you can copy and paste into your Templates and Stationery (or download the file from the bottom of this article).Copy a Field from the Merge Fields Document. ![]()
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