CRM communication merge tags

Tag Reference

Tag Name

Description

Access End Time

@(CRMCommunicationTime.EndDate)

The closing time stamp recorded against each access log entry for the communication

Access Start Time

@(CRMCommunicationTime.StartDate)

The opening time stamp recorded against each access log entry for the communication

Access Time Spent

@(CRMCommunicationTime.AccessTimeSpent)

The duration over which the communication was accessed (displayed in hours, minutes and seconds) for each log entry

Accessed By

@(CRMCommunicationTime.CreatedBy)

The name of the end user who accessed the communication record

Attachment Description

@(CRMCommunicationAttachment.AttachmentDescription)

The contextual notes saved with each communication file attachment

Attachment File Name

@(CRMCommunicationAttachment.AttachmentFileName)

The name of each file attached to the communication

Attachment File Type

@(CRMCommunicationAttachment.AttachmentFileType)

The file type for each attachment linked to the communication

Cancellation Reason

@(CRMCommunicationStatus.CancellationReason)

The parameter value assigned to the communication to qualify the circumstances surrounding its cancellation

Communication Id

@(CRMCommunication.CommunicationId)

The unique internal reference for the communication

Company

@(CRMCommunication.Company)

The company(s) to which the communication relates

Contact Group Name

@(CRMCommunicationContact.ContactGroupId)

The name of each contact group linked to the communication

Contact Name

@(CRMCommunicationContact.Contact)

The name of each contact linked to the communication

Created By

@(CRMCommunication.CreatedBy)

The name of the end user who recorded the communication on the system

Created Date

@(CRMCommunication.CreatedDate)

The date on which the communication was recorded on the system

Current Status

@(CRMCommunication.Status)

The current progression status to which the communication is assigned

End Date

@(CRMCommunication.ActualEndDate)

The date on which the communication was formally completed

Late Completion Notes

@(CRMCommunication.LateCompletionNotes)

The contextual information added to the communication to qualify the circumstances surrounding the missed SLA target completion date

Late Completion Reason

@(CRMCommunication.LateCompletionReason)

The parameter value assigned to the communication to qualify the circumstances for exceeding the SLA target completion date

Location

@(CRMCommunication.Location)

The specific location relevant to where the communication took place, if any

Method

@(CRMCommunication.Method)

The communication method selected for the customer interaction e.g. Letter, Email, Telephone, Home Visit, etc.

Notes

@(CRMCommunication.Notes)

The contextual information added to the communication i.e. to define the nature of the customer interaction

Prime Contact Group Name

@(CRMCommunicationContact.PrimeContactGroup)

The name of the main contact group linked to the communication

Prime Contact Name

@(CRMCommunicationContact.PrimeContact)

The name of the main contact linked to the communication

Revised Target Date

@(CRMCommunication.RevisedTargetDate)

The revised SLA target completion date set for the communication

SLA Warning Date

@(CRMCommunication.SLAWarningDate)

The amber warning date set for the communication

Start Date

@(CRMCommunication.ActualStartDate)

The date on which the communication was formally commenced

Status

@(CRMCommunicationStatus.Status)

The chronological progression status history for the communication

Status Date

@(CRMCommunicationStatus.StatusDate)

The date on which each progression status was applied to the communication

Status Notes

@(CRMCommunicationStatus.Notes)

The contextual information added in support of the communication being cancelled

Status Set By

@(CRMCommunicationStatus.StatusSetBy)

The name of the end user who assigned the individual progression status to the communication

Target Date

@(CRMCommunication.SLATargetDate)

The SLA target completion date set for the communication

Target Revised By

@(CRMCommunication.RevisedBy)

The name of the end user who adjusted the SLA target completion date for the communication

Target Revision Notes

@(CRMCommunicaiton.RevisedNotes)

The contextual information provided in support of the change of target completion date for the communication

Target Revision Reason

@(CRMCommunication.RevisedReason)

The parameter value assigned to the communication to qualify the change of target completion date