Standard Merge Fields | Online Help - Zoho CRM

Standard Merge Fields

The following are the standard merge fields that can be used in templates in order to retrieve relevant data.

Inventory Template Tags

While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, Vendors, Quotes, Sales Orders, Invoices, and Purchase Orders modules. 

List of User Fields:

Field NameTagDescriptionData Type
First Name${User.First Name}Specify the first name of the user.Text box
Last Name${Users.Last Name}Specify the last name of the user. This field is a mandatory field.Text box
Email${User.Email}Specify the official E-mail ID of the user. This is a mandatory field.URL
Phone${User.Phone}Specify the official phone number of the user.Pick list
Mobile${Mobile}Specify the mobile phone number of the user.Text box, integer value
Fax${User.Fax}Specify the FAX number of the user.Text box
Street${User.Street}Specify the primary address of the Zoho CRM user.Text box
City${User.City}Specify the name of the city where the user lives.Text box
State${User.State}Specify the name of the state where the user lives.Text box
Zip${User.Zip Code}Specify the postal code of the user's address.Text box, integer value
Country${User.Country}Specify the name of the user's country.Text box
Signature${userSignature}Specify the signature of the sender where needed.Text box
User Role${User.Role}Specify the role of the user where needed.Text box
Merge fields pertaining to the users in your CRM account can be included in your template for the following system defined attributes as well:
  1. Created by
  2. Modified by
  3. Record Owner
For example, ${Lookup:Created By.First Name} merge field displays the First Name of the CRM user who created the record.

List of Organization-Related Tags:

Field NameTagDescriptionData Type
Name${Organization.Organization Name}Specify your company name.Text box
Phone${Organization.Phone}Specify the official phone number of your company.Text box
Mobile${Organization.Mobile}Specify the mobile number of your company.Text box
Fax${Organization.Fax}Specify the FAX number of your company.Text box
Website URL${Organization.Website}Specify your company Website URL.URL
Street${Organization.Street}Specify the primary address of your company.Text box
City${Organization.City}Specify the city in which your company is located.Text box
State${Organization.State}Specify the state in which your company is located.Text box
Postal Code${Organization.Zip Code}Specify the postal code of your company address.Text box
Country${Organization.Country}Specify the name of the country in which your company headquarters is located.Text box
Company Logo${companyLogo}Upload your company logo, which can be used as header in your quotes, orders, and invoices similar to letterhead. Maximum allowed size 188 x 80 px.Browse Image
Description${Organization.Organization Description}Specify your company information.Text Area

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Standard Fields in Vendors

                                                                                                                Following are the list of Zoho defined standard fields available in the Vendors module: Field Name Description Data type Maximum Limit Vendor Owner Select the name of the user to whom the Vendor details is assigned. Lookup   Vendor Name* Specify the ...
                                                                                                              • Standard Fields in Campaigns

                                                                                                                Following are the list of Zoho defined standard fields available in the Campaigns module: Field Name Description Data type Maximum Limit Campaign Owner Select the name of the user to whom the campaign is assigned. Pick list - Campaign Name* Specify ...
                                                                                                              • Standard Fields in Deals

                                                                                                                Following are the list of Zoho defined standard fields available in the Opportunities module: Field Name Description Data type Maximum Limit Deal Owner Select the name of the user to whom the deal is assigned. Lookup - Deal Name* Specify name of the ...
                                                                                                              • Standard Fields in Accounts

                                                                                                                Following are the list of Zoho defined standard fields available in the Accounts module: Field Name Description Data type Maximum Limit Account Name Specify the company name. This field is mandatory. Text box Alphanumeric(100) Account Owner Select ...
                                                                                                              • Standard Fields in Contacts

                                                                                                                Following are the list of Zoho defined standard fields available in the Contacts module: Field Name Description Data type Maximum Limit Contact Owner Select the Zoho CRM user to whom the account is assigned. Lookup - Salutation Select the Salutation ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources