Date/Time

Date Long

Long form of current date.

{{EN.DateLong}}

Date Short

Short form of current date.

{{EN.DateShort}}

Time 12

Current time in 12-hour format.

{{EN.Time12}}

Time 24

Current time in 24-hour format

{{EN.Time24}}

Sales Rep

Full Name

Name of rep assigned to account.

{{AU.SalesRepName}}

Phone

Rep’s phone number.

{{AU.SalesRepPhone}}

Fax

Rep’s Fax number.

{{AU.SalesRepFax}}

Email

Rep’s email address.

{{AU.SalesRepEmail}}

Appointment

Subject

Subject entered for appointment.

{{AT.Subject}}

Associated With

Account appointment is associated with.

{{AT.AssocWith}}

Datetime

Date and time of appointment.

{{AT.ApptTime}}

Location

Where appointment will be held.

{{AT.Location}}

Details

Additional info listed for appointment.

{{AT.Details}}

Organizer

User who set up appointment.

{{AT.Organizer}}

Account

Name

Account name.

{{CU.Name}}

OMD Combined Name

Two-part company name from OMD. Will output in 2 lines.

{{CU.OMDName}}

OMD Name 1

First line of the OMD company name.

{{CU.OMDName1}}

OMD Name 2

Second line of the OMD company name.

{{CU.OMDName2}}

Address Label

Account’s full address.

{{CU.AddressLabel}}

OMDNumber

Account’s ID number in the accounting system.

{{CU.OMDCustomerNbr}}

Phone

Account’s main phone number.

{{CU.PhoneNbr}}

Fax

Account’s main fax number.

{{CU.FaxNbr}}

Email

Account’s general Email address.

{{CU.Email}}

SCID

Account’s SalesChain ID.

{{CU.SalesChainID}}

IsCustomer

Indicator of whether account is a customer.

{{CU.IsCustomer}}

Primary Sales Rep

Primary sales rep of account.

{{CU.SalesRepPri}}

Sales Territory

Sales territory that account is in.

{{CU.SalesTerritory}}

Equipment List

Equipment at account.

{{CU.EqList}}

Competitor Equipment List

Competitor equipment at account.

{{CU.CompEqList}}

Fed ID#

Federal ID number of the account.

{{CU.FEDID}}

Organization#

Organization number of the account.

{{CU.ORGNUM}}

State of Organization

State the organization is in.

{{CU.STOFORG}}

D&B Number

Dunn and Bradstreet number if account is a contractor/vendor for the U.S. government.

{{CU.DnBNbr}}

Name

Contact name for the lead.

{{PR.Name}}

Sales Rep

Rep assigned to the lead.

{{PR.SalesRep}}

SalesChain ID

System ID number of lead.

{{PR.SalesChainID}}

Source #1

Original source of the lead.

{{PR.Source1}}

Source #2

Source of the resubmitted lead.

{{PR.Source2}}

Submitter #1

User who originally submitted lead.

{{PR.Submitter1}}

Submitter #2

User who resubmitted lead.

{{PR.Submitter2}}

Contact

Full Name

Name of Contact.  See note.

{{CT.FullName}}

First Name

First name of Contact.
See note.

{{CT.FirstName}}

Last Name

Last name of Contact.
See note.

{{CT.LastName}}

Letter Greeting

First name of contact or To Whom It May Concern if no contacts exist.

{{CT.LetterGreet}}

Salutation

Greeting.

{{CT.Salutation}}

Company Name

Contact’s company.

{{CT.CompanyName}}

Office Address

Contact’s address. See note.

{{CT.OfficeAddressLabel}}

Office Phone

Contact’s phone number. See note.

{{CT.OfficePhoneNbr}}

Office FAX

Contact’s FAX number.

{{CT.OfficeFaxNbr}}

Office (or Account) Address

Address of Sales Contact if one is defined or account’s main address if no Sales Contact is defined.
Use this instead of Office Address when creating account-related documents.

{{CT.OfficeOrAcctAddressLabel}}

Office (or Account) Phone

Phone number of Sales Contact if one is defined or account’s main phone number if no Sales Contact is defined.
Use this instead of Office Phone when creating account-related documents.

{{CT.OfficeOrAcctPhoneNbr}}

Title

Title of the Sales Contact.

{{CT.Title}}

Asset

Serial Number

Serial number of asset.

{{AS.SerialNbr}}

Model

Model number of asset.

{{AS.Model}}

Equipment ID

Asset tag of the equipment.

{{AS.EquipmentID}}

Description

Description of asset.

{{AS.Description}}

In Service Date/Time

Date and time the asset was put into service.

{{AS.InServiceDT}}

Invoice

Number

Last invoice number.

{{IN.InvNumber}}

Balance

Balance as of last invoice.

{{IN.Balance}}

Amount

Amount of last invoice.

{{IN.Amount}}

Lease

ID

ID number of the lease.

{{LE.SCLeaseNbr}}

Commencement Date

Date the lease started.

{{LE.CommencementDT}}

Term

Length of the lease, in months.

{{LE.Term}}

Number of Payments per Year

Number of payments to be made each year.

{{LE.NbrPymtsPerYr}}

Original Equipment Cost

Original cost of the equipment.

{{LE.OrigEQCost}}

Payment Amount

Amount of each payment.

{{LE.PymtAmt}}

Termination Date

Date the lease ends.

{{LE.TermDT}}

FCO Lease Number

Financial company lease number.

{{LE.FCOLeaseNbr}}

Lease Status

As Of Date

Date the lease is valid from.

{{LS.AsOfDT}}

Good Til Date

Date the lease is valid to.

{{LS.GoodTillDT}}

Status Text

Description of status.

{{LS.StatusText}}

Term

Term of the lease.

{{LS.Term}}

Number of Payments Remaining

Number of payments remaining in the lease.

{{LS.NbrPymtsRemain}}

Payments

Number of payments made.

{{LS.Payments}}

Payment Next Due Date

Date the next payment is due.

{{LS.PymtNextDueDT}}

Number Days Delinquent

If account is delinquent, number of days past due.

{{LS.NbrDaysDelinq}}

Amount Past Due

If account is delinquent, total amount owed.

{{LS.AmtPastDue}}

Buyout Amount

Amount to buy out the lease.

{{LS.BuyoutAmt}}

Upgrade Amount

Amount to upgrade the lease.

{{LS.UpdateAmt}}

Lease Asset

Serial Number

Serial number of the equipment.

{{LA.SerialNbr}}

Manufacturer Code

Manufacturer of the equipment.

{{LA.MFGCode}}

Model

Model number.

{{LA.Model}}

Description

Text description of equipment.

{{LA.Description}}