Activity Manager Group Codes

Activity Manager group codes let you retrieve information from any Info Center that uses the Activity Manager, for use in Custom Proposals.

Attendees Group Codes

These codes merge data for each of the selected attendees for an activity.

You must use a begin code [Begin Activity Attendees] and an end code [End].

Example:

[Attendees:] begins attendees codes

[Firstname] [Lastname]

[End] ends activity codes and determines the merge location of the next attendee

Leads Group Codes

These codes merge data for each of the selected leads for an activity.

You must use a begin code [Begin Activity Leads Codes] and an end code [End]. Because an activity can have more than one lead, the end code marks the location where the next activity lead begins.

Example:

[Leads:] begins leads codes

[Firstname] [Lastname]

[End] ends leads codes and determines the merge location of the next lead

Contacts Group Codes

These codes merge data for each of the selected contacts for an activity.

You must use a begin code [Begin Activity Contacts Codes] and an end code [End]. Because an activity can have more than one contact, the end code marks where the next activity contact begins.

Example:

[Activity Contacts:] begins contacts codes

[Firstname] [Lastname]

[End] ends contacts codes and determines the merge location of the next contact

Custom Tab Codes

These codes merge data from the custom tabs in the Activity dialog box. You must use a begin code [Begin Tab] and an end code [End].

You must enter the tab name so that it agrees with the tab name in the Activity dialog box. If this is a grid-style tab, the end code marks the location where the next row of data starts.

If the custom tab is an individual field tab, you can place the [End] code immediately after the last field that is selected from that tab. Individual merge codes get data from the Info Center that is identified in the merge template's Section Code; for example, [Begin Contracts]. They must always be placed between the template's Begin and End codes.

• The data field can have only one value; for example, the primary customer's name.

• If you are formatting it to specify its appearance in the merged document, you must format all of the Individual Merge Code, including the brackets; for example, [Name].

Example:

[Begin Tab: Affiliations] begins the custom tab named Affiliations

[Tab Field: Affiliation Name]

[End] ends the custom tab codes and marks the merge location of the next row from that custom tab, if the tab is a grid-style tab.