Where the Mail Merge Tags Relate to
In the Mail Merge area there is a large number of tags that you can use in your document to pull certain pieces of information from the database and fit them into your letter. This guide covers where they all pull from if you find that one isn't working.
| Agent | Address / Street / Town / Region / Post Code / Country / Name / Telephone / Mobile / Email | All to be found in Contacts. Please make sure that you have selected Agent as the Contact Type for your agent. |
| Landlord | Address / Street / Town / Region / Post Code / Country / Name / Telephone / Mobile / Email | All to be found in Contacts. Please make sure that you have selected Landlord as the Contact Type for the landlord. |
| Property | Address / Street / Town / Region / Post Code / Country / Name / Target Rent | All to be found in Property Manager > Properties > select the property > Main Information tab. |
| Room | Target Rent | Found under Property Manager > Properties > select the property > Rooms > select the room. |
| Tenancy | Date Starts / Date Ends / Period / Rent / Payment Term / First Rent / First Rent Due Date / Monthly Rent Day of Month / Primary Tenant Rooms / Secondary Tenants | All to be found in Tenant Manager > Tenancies > select the tenancy. |
| Tenancy | Deposit | Found under Tenant Manager > Tenancies > select the tenancy > Deposit Scheme tab. |
| Tenancy | Outstanding Rent | Found under Tenant Manager > Payment Schedule |
| Tenant | Title / Name / First Name / Telephone / Mobile / Email | All found in Tenant Manager > Tenants > select the tenant |
| Utility | Type | Found under Property Manager > Properties > select the property > Utility Suppliers tab. |
| Utility Supplier | Type / Name / Reference / Address / Street / Town / Region / Post Code / Country / List / Telephone / Mobile | All to be found in Contacts. Please make sure that you have selected Utility Supplier as the Contact Type for the supplier. |
| Guarantor | Name / Contact Name / Address | All to be found in Contacts. Please make sure that you have selected Guarantor as the Contact Type for the guarantor. |
| Contact | Name / Address / Street / Town / Region / Post Code / Country / Telephone / Mobile | All found in Contacts. |
| Sender | Name | This refers to the user that is logged in, if not the landlord. |
If you have selected at least one item from each of these lists, the software will ask you who or what you are referring to and pull through all the fields accordingly.
Customer support service by UserEcho
