Collection Letter Merge Fields

Account Number - account_number

• Displays the account number for the owner/unit.

Association Address - association_Address

• Displays the mailing address of the association if set under Manage > Association > Association Options > General > Association Details > Address 1

Association City - association_City

• Displays the mailing city of the association if set under Manage > Association > Association Options > General > Association Details > City.

Association Header Image - association_header_image

• Displays the association logo if set under Manage > Association > Association Logo.

Association Key - association_key

• Displays the fAssociationKey.

Association Legal Name - association_legalName

• Displays the legal name of the association if set under Manage > Association > Association Options > General > Association Details > Legal name.

Association Name - association_name

• Displays the shortened name of the association if set under Manage > Association > Association Options > General > Association Details > Display name.

Association Primary Contact Cell Phone - AssociationPrimaryContact_CellPhone

• Displays the cell phone number of the Primary Contact for the association if set under Profile > My Profile > Cell Phone.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Primary Contact Day Phone - AssociationPrimaryContact_DayPhone

• Displays the daytime phone number of the Primary Contact for the association if set under Profile > My Profile > Day Phone.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Primary Contact Designation - AssociationPrimaryContact_designation

• Displays the designation of the Primary Contact for the association if set under Profile > My Profile > Designation.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Primary Contact Email - AssociationPrimaryContact_Email

• Displays the email address of the Primary Contact for the association if set under Profile > My Profile > Email.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Primary Contact Email Link - AssociationPrimaryContact_EmailLink

• Displays the email address of the Primary Contact for the association as a clickable link if set under Profile > My Profile > Email.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Primary Contact First Name - AssociationPrimaryContact_FirstName

• Displays the first name of the Primary Contact for the association if set under Profile > My Profile > First Name.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Primary Contact Last Name - AssociationPrimaryContact_LastName

• Displays the last name of the Primary Contact for the association if set under Profile > My Profile > Last Name.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Primary Contact Name - AssociationPrimaryContact_Name

• Displays the first and last name of the Primary Contact for the association if set under Profile > My Profile > First Name/Last Name.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Primary Contact Night Phone - AssociationPrimaryContact_NightPhone

• Displays the nighttime phone number of the Primary Contact for the association if set under Profile > My Profile > Night Phone.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Primary Contact Signature - AssociationPrimaryContact_signature

• Displays the signature image of the Primary Contact for the association if set under Profile > Password/Signature > Signature.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Primary Contact Title - AssociationPrimaryContact_title

• Displays the title of the Primary Contact for the association if set under Profile > My Profile > Title.
• Primary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Primary Contact.

Association Secondary Contact Cell Phone - AssociationSecondaryContact_CellPhone

• Displays the cell phone number of the Secondary Contact for the association if set under Profile > My Profile > Cell Phone.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association Secondary Contact Day Phone - AssociationSecondaryContact_DayPhone

• Displays the daytime phone number of the Secondary Contact for the association if set under Profile > My Profile > Day Phone.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association Secondary Contact Designation - AssociationSecondaryContact_designation

• Displays the designation of the Secondary Contact for the association if set under Profile > My Profile > Designation.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association Secondary Contact Email - AssociationSecondaryContact_Email

• Displays the email address of the Secondary Contact for the association if set under Profile > My Profile > Email.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association Secondary Contact Email Link - AssociationSecondaryContact_EmailLink

• Displays the email address of the Secondary Contact for the association as a clickable link if set under Profile > My Profile > Email.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association Secondary Contact First Name - AssociationSecondaryContact_FirstName

• Displays the first name of the Secondary Contact for the association if set under Profile > My Profile > First Name.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association Secondary Contact Last Name - AssociationSecondaryContact_LastName

• Displays the last name of the Secondary Contact for the association if set under Profile > My Profile > Last Name.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association Secondary Contact Name - AssociationSecondaryContact_Name

• Displays the first and last name of the Secondary Contact for the association if set under Profile > My Profile > First Name/Last Name.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association Secondary Contact Night Phone - AssociationSecondaryContact_NightPhone

• Displays the nighttime phone number of the Secondary Contact for the association if set under Profile > My Profile > Night Phone.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association Secondary Contact Signature - AssociationSecondaryContact_signature

• Displays the signature image of the Secondary Contact for the association if set under Profile > Password/Signature > Signature.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association Secondary Contact Title - AssociationSecondaryContact_title

• Displays the title of the Secondary Contact for the association if set under Profile > My Profile > Title.
• Secondary Contacts are designated under Manage > Association > Association Users > select user > Associations > Is Secondary Contact.

Association State - association_State

• Displays the mailing state for the association if set under Manage > Association > Configure > Association Detail > State.

Association Website - association_website

• Displays the URL for the association if set under Manage > Association > Configure > Association Detail > URL.

Association Website Link - association_websiteLink

• Displays the URL for the association as a clickable link (used in PDFs or email messages) if set under Manage > Association > Configure > Association Detail > URL.

Association Zip - association_Zip

• Displays the zip code for the association if set under Manage > Association > Configure > Association Detail > Zip.

Balance Threshold - balance_threshold

• Displays the minimum balance needed for the homeowner to be put in a collection status. This is set in Accounting > Settings > Collections > Collection Levels Setup > Minimum Balance

Collections Calculated Balance - collections_calculated_balance

• Displays just the numerical value for the Total Unpaid Balance after Admin Fees are added. If there are no admin fees this will just display the Total Unpaid Balance

Collections Charge Total Amount - collections_charge_total

• Displays just the numerical value for the Admin Fee. If there are no Admin fees, this will display 0.

Collections Summary By Charge Code - CollectionsSummary_ByChargeCode

• Displays the list of Charges per charge code, including the Charge code description, and displays the Total Unpaid Balance.

Current Date - current_date

• Displays today’s date when creating a new letter in “Month Day, Year” format.

Current Date Long - current_dateLong

• Displays today’s date when creating a new letter in “Month Day, Year” format.

Current User Cell Phone - currentUser_CellPhone

• Displays the cell phone number of the person who created the current letter. This is configurable under Profile > My Profile > Cell Phone.

Current User Day phone - currentUser_DayPhone

• Displays the daytime phone number of the person who created the current letter. This is configurable under Profile > My Profile > Day Phone.

Current User Designation - currentUser_designation

• Displays the designation of the person who created the current letter. This is configurable under Profile > My Profile > Designation.

Current User Email - currentUser_Email

• Displays the email address of the person who created the current letter. This is configurable under Profile > My Profile > Email.

Current User Email Link - currentUser_EmailLink

• Displays the email address of the person who created the current letter as a clickable link (used for PDFs and email messages). This is configurable under Profile > My Profile > Title.

Current User First Name - currentUser_FirstName

• Displays the first name of the person who created the current letter. This is configurable under Profile > My Profile > First Name.

Current User Last Name - currentUser_LastName

• Displays the title of the person who created the current letter. This is configurable under Profile > My Profile > last Name.

Current User Login Name - currentUser_Name

• Displays the first and last name of the person who created the current letter. This is configurable under Profile > My Profile > First Name/Last Name.

Current User Night Phone - currentUser_NightPhone

• Displays the nighttime phone number of the person who created the current letter. This is configurable under Profile > My Profile > Night Phone.

Current User Signature - currentUser_signature

• Displays the signature image of the person who created the current letter. This is configurable under Profile > Password/Signature > Signature.

Current User Title - currentUser_title

• Displays the title of the person who created the current letter. This is configurable under Profile > My Profile > Title.

Customer Service Note Type - CS_NoteType

• I don't think this applies to the letter templates, but i could be wrong. This does not populate anything when used in the template. I have tried testing this by adding multiple notes and note types in the homeowner profile as well, but still does not populate anything.

Customer Service Notes - CS_Notes

• I don't think this applies to the letter templates, but i could be wrong. This does not populate anything when used in the template. I have tried testing this by adding multiple notes and note types in the homeowner profile as well, but still does not populate anything.

Home Owner Address - homeowner_address

• Displays the street address section only (not city/state/zip) for a unit. This is configured under Owner/Unit Management > select unit > Edit > Unit > Address/Door #.

Home Owner Cell Phone 1 - homeowner_CellPhone1

• Displays the Cell phone number for the Homeowner if set under Owner/Unit Management > select unit > Edit > Phones > Cell Phone 1

Home Owner Cell Phone 2 - homeowner_CellPhone2

• Displays the Cell phone number for the Homeowner if set under Owner/Unit Management > select unit > Edit > Phones > Cell Phone 2

Home Owner City - homeowner_city

• Displays only the city for a unit. This is configured under Owner/Unit Management > select unit > Edit > Unit > City.

Home Owner City State Zip - homeowner_cityStateZip

• Displays the city, state and zip (together) for a unit. This is configured under Owner/Unit Management > select unit > Edit > Unit > City/State/Zip.

Home Owner Day Phone - homeowner_DayPhone

• Displays the Work/Day phone number for the Homeowner if set under Owner/Unit Management > select unit > Edit > Phones > Work/Day Phone

Home Owner First Name - homeowner_firstName

• Displays the first name for a unit owner. This is configured under Owner/Unit Management > select unit > Edit > Owner > Owner Name (first field only).

Home Owner First Owner Email - homeowner_firstowneremail

• Displays the email for the primary owner if set under Owner/Unit Management > select unit > Edit > Owner > Email

Home Owner Full Name Address - homeowner_FullName_Address

• Displays the owner first and last name (together) and full unit address. Owner names are configured under Owner/Unit Management > select unit > Edit > Owner > Owner Name (both fields).

Home Owner Invitation Link - homeowner_invitation_link

• Only displays <<homeowner_invitation_link>> merge field. I wouldn't expect this to work in the letter anyway but in the email instead.

Home Owner Last Name - homeowner_lastName

• Displays the last name for a unit owner. This is configured under Owner/Unit Management > select unit > Edit > Owner > Owner Name (second field only).

Home Owner Mailing Address - homeowner_mailing_address

• Displays the street address section only (not city/state/zip) for a unit’s mailing address, if different from the Unit Address. This is configured under Owner/Unit Management > select unit > Edit > Mailing Address > Address Line 1/Address Line 2.

Home Owner Mailing City - homeowner_mailing_city

• Displays the city for a unit’s mailing address, if different from the Unit Address. This is configured under Owner/Unit Management > select unit > Edit > Mailing Address > City.

Home Owner Mailing City State Zip - homeowner_mailing_cityStateZip

• Displays the city, state and zip (together) for a unit’s mailing address, if different from the Unit Address. This is configured under Owner/Unit Management > select unit > Edit > Mailing Address > City/State/Zip.

Home Owner Mailing State - homeowner_mailing_state

• Displays the state for a unit’s mailing address, if different from the Unit Address. This is configured under Owner/Unit Management > select unit > Edit > Mailing Address > State.

Home Owner Mailing Zip - homeowner_mailing_zip

• Displays the zip code for a unit’s mailing address, if different from the Unit Address. This is configured under Owner/Unit Management > select unit > Edit > Mailing Address > Zip.

Home Owner Name - homeowner_name

• Displays the first and last name (together) for a unit owner. This is configured under Owner/Unit Management > select unit > Edit > Owner > Owner Name (both fields).

Home Owner Night Phone - homeowner_NightPhone

• Displays the Home/Night phone number for the Homeowner if set under Owner/Unit Management > select unit > Edit > Phones > Home/Night Phone.

Home Owner Other Phone - homeowner_OtherPhone

• Displays the Other phone number for the Homeowner if set under Owner/Unit Management > select unit > Edit > Phones > Other Phone.

Home Owner Second Owner Email - homeowner_secondowneremail

• Displays the email for the second owner if set under Owner/Unit Management > select unit > Edit > Second Owner > Email

Home Owner Second Owner Full Name - homeowner_secondOwner_fullName

• Displays the Second owner first and last name (together) if set under Owner/Unit Management > select unit > Edit > Second Owner > First Name & Last name

Homeowner Balance Forward - homeowner_balance_forward

• Displays the amount of money that remains on an account from the previous statement that has been carried over to the current statement.

Homeowner Current Balance - homeowner_current_balance

• Displays the amount of money that remains unpaid on the homeowners account

Homeowner Transaction List with Balances Blob - homeowner_transactions_list_wBalances_blob

• Displays the Balance Forward amount. the list of all transactions from the balance forward date to the Collections As of date, and the Balance due amount.

Homeowner Transaction List Blob - homeowner_transactions_list_blob

• Currently this only displays the transactions and does not display the balance forward and the balance due within the blob.

Lockbox Id - lockbox_id

• Displays the fAssociation Bank Key.

Lot Number - lot_number

• Displays the lot number, if available. This is only configured in the unit profile of your third-party accounting system and is not visible in the unit profile within Smartwebs.

Management Company Legal Name - management_company_legalName

• Displays the legal name of the management company if set under Manage > Company > Advanced Config > Legal Name.

Management Company Logo - management_company_logo

• Displays the management company logo if set under Manage > Company > Company Logo.

Management Company Mail Address - management_company_mailAddress

• Displays the street mailing address of the management company if set under Manage > Company > Advanced Config > Mail Address.

Management Company Mail Address City State Zip - management_company_mailAddressCityStateZip

• Displays the full mailing address (Address, City, State, Zip) of the management company if set under Manage > Company > Advanced Config > Mail Address/Mail City/Mail State/Mail Zip.

Management Company Mail City - management_company_mailCity

• Displays the mailing address city of the management company if set under Manage > Company > Advanced Config > Mail City.

Management Company Mail City State Zip - management_company_mailCityStateZip

• Displays the mailing address city, state and zip (together) of the management company if set under Manage > Company > Advanced Config > Mail City/Mail State/Mail Zip.

Management Company Mail State - management_company_mailState

• Displays the mailing address state of the management company if set under Manage > Company > Advanced Config > Mail State.

Management Company Mail Zip - management_company_mailZip

• Displays the mailing address zip code of the management company if set under Manage > Company > Advanced Config > Mail Zip.

Management Company Main Email - management_company_mainEmail

• Displays the main email address of the management company if set under Manage > Company > Advanced Config > Main Email.

Management Company Main Email Link - management_company_mainEmailLink

• Displays the main email address of the management company as a clickable link if set under Manage > Company > Advanced Config > Main Email. Only works for PDFs and email messages.

Management Company Main Fax - management_company_mainFax

• Displays the main fax number of the management company if set under Manage > Company > Advanced Config > Main Fax.

Management Company Main Phone - management_company_mainPhone

• Displays the main phone number of the management company if set under Manage > Company > Advanced Config > Main Phone.

Management Company Name - management_company_name

• Displays the shortened name of the management company if set under Manage > Company > Advanced Config > Name.

Management Company Physical Address - management_company_physicalAddress

• Displays the full physical address (street, city, state, zip together) of the management company if set under Manage > Company > Advanced Config > Physical Address/ Physical City/ Physical State/Physical Zip.

Management Company Website - management_company_website

• Displays the URL for the management company if set under Manage > Company > Advanced Config > Website.

Management Company Websitelink - management_company_websiteLink

• Displays the URL for the management company as a clickable link if set under Manage > Company > Advanced Config > Website. Only works for PDFs and email messages.

Statement Balance Forward Date - statement_balance_forward_date

• Transactions listed on the statement will be after this date if set under Accounting > Settings > Statements > Late Date.

Statement Date - statement_date

• Displays the date shown on the statement if set under Accounting > Settings > Statements > Late Date.

Statement Due Date - statement_due_date

• Displays a reference due date shown on the statement if set under Accounting > Settings > Statements > Late Date.

Statement Late Date - statement_late_date

• Displays the Late Date for the statement if set under Accounting > Settings > Statements > Late Date.

Tenant Email - tenant_Email

• Displays the Tenant's email if set under Owner/Unit Management > select unit > Edit > Tenant > Email

Tenant FullName - tenant_FullName

• Displays the full Tenants name if set under Owner/Unit Management > select unit > Edit > Tenant > Tenant Name (both fields).

Tenant FullName Address - tenant_FullName_Address

• Displays the Tenant full name and full unit address. Tenant names are configured under Owner/Unit Management > select unit > Edit > Tenant > Tenant Name (both fields).

Unit Key - unit_key

• After some research in TP, I have found that this is supposed to display the fUnitkey within the database. However i have been told this is supposed to be used only for integrating clients, but i am not sure if it is used for anything else in accounting.

Unit Lot Number - Unit_Lotnumber

• Displays the lot number for the unit if set under Owner/Unit Management > select unit > Edit > Unit Lot