Add Merge Codes

Follow these steps to add merge codes to notifications.

To add merge codes for a notification:

1. In the Templates section, click .

   Click Available Merge Codes to view the available merge codes for the notification.

   Note:

   Not all notifications use the same merge codes, so Deltek recommends that you verify the merge code is in the list before inserting it into the notification. If a merge code is used that is not considered applicable for an event, the merge code will not properly populate with the system value when the notification is sent.

   You can either use the Search field or click expand the merge code category to find available merge codes.

   Merge codes are listed in two categories:

   • Standard Merge Codes: These are merge codes that are typically available for all categories of notifications.

   • Event Merge Codes: These are merge codes that are specific to the event that triggers the notification being sent.

     Position the cursor in the appropriate text box at the location to insert the merge code, and click to add it.

     Note:

     Do not edit the merge code; if the merge code is altered, it will no longer work.

2. Click Save when done.