Merge fields are a helpful tool that automatically populate with information upon being used and eliminate the need for you to manually enter information. The system comes pre populated with popular merge fields, but will also guide you through creating your own.
Using Merge Fields
Merge Fields can be found within the body text of most major communication options within the system. They will display as a green placeholder when being used, and once sent, they will populate with the information they describe.
To use a merge field:
1. Select the Double Brackets icon.
2. Select an item from Popular Estimate Merge Fields to use a pre-created merge field or select Insert a Custom Merge Field to create your own.
3. For a custom field, you will be prompted to select the desired information. Items with an arrow on the right indicate more selections must be made. These classifications get less broad with each selection and can help you narrow down the exact information you would like to display.
4. Select Done.
The merge fields will continue to display a green placeholder until it is used. Once it is in use, it will populate with the information indicated by the merge field.
