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Casework Merge Fields

Available merge fields that can be used in form letters or emails in order to auto-fill constituent information:

Field

Example

[Salutation]

Mr. Smith

[Name]

John Smith

[FullName]

Mr. John Smith

[FirstName]

John

[MiddleName]

William

[LastName]

Smith

[Prefix]

Mr, Mrs, etc.

[Address]

Full Home Address

[Date]

Today's Date

[Staffer.Initials]

The staffer's initials

[CasePrimaryAgencyName]

 

Recipient’s Agency name

[CasePrimaryAgencyAddress]

Agency Contact’s Agency Address

[CasePrimaryAgencyContactFullName]

Agency Contact's Full Name

[CasePrimaryAgencyName]

Agency Contact’s Agency Address

[CasePrimaryFullName]

Name of primary constituent on case

[CasePrimarySSN]

SSN of primary constituent on case

[CasePrivacyReleaseLink]

Privacy release form HTML that contains the URL

[CasePrivacyReleaseURL]

Privacy release form URL

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