Statement 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

• (This displays <<balance_threshold>> only and nothing populates for statements) Displays the minimum balance needed for them to be put in a collection status. This is set in Accounting > Settings > Collections > Collection Levels Setup.

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 dont 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 dont 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 wouldnt 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 Blob - homeowner_transactions_list_blob

• Currently this only displays the transactions and does not display the balance forward and the current balance within the blob. The old merge field (<<homeowner_transactions_list_wBalances_blob>>) does still work for the statement letters however to populate the balance forward, transactions, and the current balance 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