Employee Info Center Group Codes

Use the Employee Info Center group codes to retrieve information from the Employee Info Center for use in Custom Proposals.

Activities Codes

These codes merge out the employee’s activities.

You must use a begin code <Begin Activities> and an end code <End>.

Because an employee can have more than one activity, the placement of the end code determines where the next activity begins.

Example:

[Activities:] begins activity codes

[Activity Client: Name]

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

Activity Custom Tab Codes

These codes merge out any custom fields added to the Activities Dialog. They have no separate group code and are at the end of the Activities Codes list in the left-hand pane of the merge codes dialog.

You can use these codes only within the Activities Codes group.

You must use a begin code <Begin Activity Tab: Custom> and an end code <End>. If the custom fields are within a grid, the grid’s caption must be used in the begin code. If the custom fields are individual fields, use the tab name in the begin code.

Example:

[Activities:] begins activity codes

[Activity Client: Name]

[Begin Activity Tab: Custom] begins the custom tab

[Tab Field: Manager] custom field code

[End] ends the custom tab codes and determines the merge location of the next custom field if the custom tab is a grid

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