Here's a list of merge codes that are used for both the MS Word Merge feature and the Client Track Doc Pad Merge program.
Merge Field Name Merge Field Data Type Example[Appointment Info]
Appointment Name Text Client Appointment
Appointment Date Date Jan 31, 2009
Appointment Start Time Time(h:Nn am/pm) 9:00 AM
Appointment End Time Time(h:Nn am/pm) 9:30 AM
Appointment Text Text Sample appointment
[Task Info]
Task Name Text 1st Quarterly GST Payment
Task Due Date Date Jan 31, 2009
Task in-House Due Date Date Jan 27, 2009
Task Weekday Due Date Date Jan 27, 2009"
Employee Assigned Text Ms. Accountant
Task Year Text 2009
Task Type Text GST
Amount Paid Text $123.50
Completed By Text Chris Counter
Date Completed Date 01/29/2009
Custom1 Text Custom Task Info 1
Custom2 Text Custom Task Info 2
Custom3 Text Custom Task Info 3
Custom4 Text Custom Task Info 4
Custom5 Text Custom Task Info 5
[Task Info]
Task Name Text Client Task
Task Date Date "Jan 31, 2009"
Task Start Time Time(h:Nn am/pm) 9:00 AM
Task End Time Time(h:Nn am/pm) 9:30 AM
Task Text Text Sample task
[Docket Info]
Docket Name Text Client Docket
Docket Date Date "Jan 31, 2009"
Docket Start Time Time(h:Nn am/pm) 9:00 AM
Docket End Time Time(h:Nn am/pm) 9:30 AM
Docket Text Text Sample docket
[Company Address Info]
Company Name Text ABC Consulting
Corporate Name Text ABC Consulting Corp.
Company Type Text Corporation
Industry Type Text Consulting
Address Text 100 Sussex Drive
City Text Ottawa
Province Text Ontario
Postal Code Text K2G 0Z1
Country Text Canada
Office Number Text (555) 453-2947
Fax Number Text (555) 453-3756
Email Text
email@email.com Web Site Text
www.ClientTrack.ca Supervising Partner Text Susan Partner
Managing Accountant Text John Accountant
Company Custom Field 1 Text Company Custom Info 1
Company Custom Field 2 Text Company Custom Info 2
Company Custom Field 3 Text Company Custom Info 3
Company Custom Field 4 Text Company Custom Info 4
Company Custom Field 5 Text Company Custom Info 5
[Contact Name]
Contact Full Name Text Jane Smith
Contact Name Prefix Text Ms.
Contact First Name Text Jane
Contact Last Name Text Smith
Contact Name Suffix Text CGA
[Company Accounting Info]
GST Number Text 19284375RT
PST Number Text 18274375
Payroll Registered As Text 1827455 Ontario Corp.
Year End Date Date 03/31/ & Year(Date)
Corp. Tax Number Text 198475
Quebec ID Number Text 94837284
ON Corp. MCBS Number Text 94837284
Incorporation Date Date "Nov 1, 2009"
Charitable Number Text 3828374
NEQ Number Text 3829394
WCB Number Text 3829394
WSIB Firm Number Text 19283743
WCB Premium Rate Text $2.98
WCB Coverage Text $50
EHT Number Text 3948483
EHT Premium Rate Text $5.98
Name Renewal Date Date 05/28/2003
Law Society Member Number Text 39348457473
Custom Field 1 Text Custom Info 1
Custom Field 2 Text Custom Info 2
Custom Field 3 Text Custom Info 3
Custom Field 4 Text Custom Info 4
Custom Field 5 Text Custom Info 5
[Company Software Info]
Software Name Text Simply Accounting 2005 Pro
Software Serial Number Text SJF8 4JHF DJ3
Software Version Text 12.5
Software Account Number Text DR 459685
Data File Saved As Text C:\Data\Client Data.cft
[More Contact Info]
Contact SIN Text 987 630 098
Contact SSN Text 987 630 098
Contact Employee Type Text Full-Time
Contact Percentage Ownership Text 100%
Contact Business Name Text Test Accounting Company
Contact Job Title Text CEO
Contact Business Department Text Accounting Dept.
Contact Business Office Text Office 213
Contact Business Phone Text (416) 555-3985
Contact Business Cell Text (416) 555-1009
Contact Business Pager Text (416) 555-5643
Contact Business Fax Text (416) 555-9871
Contact Business Address Text 101 Industrial Dr.
Contact Business City Text Toronto
Contact Business Province Text Ontario
Contact Business Postal Code Text M3R 1F5
Contact Business Country Text Canada
Contact Business Web Site Text
www.ClientTrack.ca Contact Business Email Text
business@email.com Contact Personal Email Text
personal@email.com Contact Personal Phone Text (613) 555-4938
Contact Personal Cell Text (613) 555-1034
Contact Personal Pager Text (613) 555-9875
Contact Personal Fax Text (613) 555-9254
Contact Home Address Text 101 Finchley St.
Contact Home City Text Toronto
Contact Home Province Text Ontario
Contact Home Postal Code Text M4R 3T6
Contact Home Country Text Canada
Contact Personal Web Site Text
www.ClientTrack.ca Contact Children Text Tom & Erin Smith
Contact Gender Text Female
Contact Birthday Date June 25/1951
Contact Anniversary Date April 25/1975
Contact Spoken Language Text English
Contact Maritial Status Text Married
Contact Custom Field 1 Text Contact Custom Info 1
Contact Custom Field 2 Text Contact Custom Info 2
Contact Custom Field 3 Text Contact Custom Info 3
Contact Custom Field 4 Text Contact Custom Info 4
Contact Custom Field 5 Text Contact Custom Info 5
Spouse Name Prefix Text Mr.
Spouse First Name Text John
Spouse Middle Name Text Henry
Spouse Last Name Text Smith
Spouse Name Suffix Text Jr.
Spouse Full Name Text John Smith
Spouse Personal Email Text
spouse@email.com Spouse Home Phone Text (555) 555-4954
Spouse Personal Cell Text (555) 555-9812
Spouse Home Address Text 101 Finchley St.
Spouse Home City Text Toronto
Spouse Home Province Text Ontario
Spouse Home Postal Code Text M4R 3T6
Spouse Home Country Text Canada
Spouse Gender Text Female
Spouse Birthday Text "April 29,1950"
Spouse SIN Text 625 845 147