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 Name | Tag | Description | Data 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 |
| ${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:
- Created by
- Modified by
- 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 Name | Tag | Description | Data 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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
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 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 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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources