Merge Keys for External Applications

With Daylite you can merge letter templates using 3rd party applications, allowing you to create standardized letters or documents you can send to your clients or team.

Support Applications

Pages 4, 5, & 6
Numbers 2, 3 & 4
Keynote 5, 6 & 7
Microsoft Word 2011 & 2016
Excel 2011 & 2016

For Word 2008 use .doc file format

Check out all the merge keys below.

My Information Keys

Use these keys to merge data from your information in Daylite.

My Details	My Default Organization	My Phone & Email
<$me.alias$> <$me.firstname$> <$me.fullname$> <$me.lastname$> <$me.middlename$> <$me.nickname$> <$me.salutation$> <$me.suffix$> <$me.tagline$>	<$me.org.address.type$> <$me.org.address$> <$me.org.city$> <$me.org.country$> <$me.org.extra1> <$me.org.extra2> <$me.org.extra3> <$me.org.extra4> <$me.org.extra5> <$me.org.extra6> <$me.org.extra7> <$me.org.extra8> <$me.org.extra9> <$me.org.extra10> <$me.org.extra11> <$me.org.extra12> <$me.org.extraDate1> <$me.org.extraDate2> <$me.org.extraDate3> <$me.org.extraDate4> <$me.org.name$> <$me.org.phone1$> <$me.org.phone2$> <$me.org.postal$> <$me.org.state$> <$me.org.tagline$>	<$me.email.type$> <$me.email$> <$me.phone1.type$> <$me.phone1$> <$me.phone2.type$> <$me.phone2$>
My Direct Address	My Job Title & Role
<$me.address.type$> <$me.address$> <$me.city$> <$me.country$> <$me.postal$> <$me.state$>	<$me.role.played$> <$me.role.title$>

People Keys

Use these keys to merge data from your Daylite contacts.

Contact Details	Default Organization	Email & Phone
<$cnt.alias$> <$cnt.firstname$> <$cnt.fullname$> <$cnt.lastname$> <$cnt.middlename$> <$cnt.nickname$> <$cnt.salutation$> <$cnt.suffix$> <$cnt.tagline$>	<$cnt.org.address.type$> <$cnt.org.address$> <$cnt.org.city$> <$cnt.org.country$> <$cnt.org.name$> <$cnt.org.phone1$> <$cnt.org.phone2$> <$cnt.org.postal$> <$cnt.org.state$> <$cnt.org.tagline$>	<$cnt.email.type$> <$cnt.email$> <$cnt.phone1$> <$cnt.phone2$>
Contact's Direct Address	Contact's Birthday	Contact's Anniversary
<$cnt.address.type$> <$cnt.address$> <$cnt.city$> <$cnt.country$> <$cnt.postal$> <$cnt.state$>	<$cnt.birthdate$> <$cnt.birthday$> <$cnt.birthmonth$> <$cnt.birthyear$>	<$cnt.anniversary$> <$cnt.anniversaryday$> <$cnt.anniversarymonth$> <$cnt.anniversaryyear$>
Contact's email/web addresses
<$contact.defaultEmailAddress.url$><$contact.defaultSecondEmailAddress.url$><$contact.defaultIMAddress.url$><$contact.defaultWebAddress.url$>
Job Title & Role Played
<$cnt.role.played$> <$cnt.role.title$>

Project & Opportunity Keys

Use these keys to merge data from projects and opportunities in Daylite.

Projects

Opportunities

<$project.allContactsAsString$>

<$project.allOrganizationsAsString$>

<$project.assignedTo.contact.name$>

<$project.category.name$>

<$project.completeDate$>

<$project.createDate$>

<$project.currentPipeline.name$>

<$project.currentPipelineStage.name$>

<$project.details$>

<$project.extra1$>

<$project.extra2$>

<$project.extra3$>

<$project.extra4$>

<$project.extra5$>

<$project.extra6$>

<$project.extra7$>

<$project.extra8$>

<$project.extra9$>

<$project.extra10$>

<$project.extra11$>

<$project.extra12$>

<$project.extraDate1$>

<$project.extraDate2$>

<$project.extraDate3$>

<$project.keywordsString$>

<$project.lastNote.name$>

<$project.lastTask.name$>

<$project.lastTimeblock.name$>

<$project.modifyDate$>

<$project.name$>

<$project.nextPendingTask.name$>

<$project.nextPendingTimeblock.name$>

<$project.pendingTasksCount$>

<$project.pendingTimeblocksCount$>

<$project.startDate$>

<$project.statusString$>

<$opportunity.allContactsAsString$>

<$opportunity.assignedTo.contact.name$>

<$opportunity.cachedTotalAmount$>

<$opportunity.category.name$>

<$opportunity.completeDate$>

<$opportunity.createDate$>

<$opportunity.createdBy.contact.name$>

<$opportunity.currentPipeline.name$>

<$opportunity.currentPipelineStage.name$>

<$opportunity.details$>

<$opportunity.dueDate$>

<$opportunity.extra1$>

<$opportunity.extra2$>

<$opportunity.extra3$>

<$opportunity.extra4$>

<$opportunity.extra5$>

<$opportunity.extra6$>

<$opportunity.extra7$>

<$opportunity.extra8$>

<$opportunity.extra9$>

<$opportunity.extra10$>

<$opportunity.extra11$>

<$opportunity.extra12$>

<$opportunity.extraDate1$>

<$opportunity.extraDate2$>

<$opportunity.extraDate3$>

<$opportunity.extraDate4$>

<$opportunity.modifyDate$>

<$opportunity.name$>

<$opportunity.opportunityStateReason.name$>

<$opportunity.opportunityStateString$>

<$opportunity.opportunityTypeString$>

<$opportunity.probability$>

<$opportunity.startDate$>

<$opportunity.term.plainTextRepresentation$>

Form Keys

You can make your own merge keys for form fields since they can be anything the user sets as a form field within a form.

The merge keys for a form field are structured as such,

<$form.NameOfFormField$>

Eg., if you have a form field named, Hair Color, the merge key would be, <$form.Hair Color$>

Date Formats

There are different formats you can apply to a date merged key. To do this, append the format to the end of the date merged key.

<$rightNow.preferredDateFormat$>

For preferred date format, you can select one of the following:

preferredDateFormat
preferredMediumDateFormat
preferredLongDateFormat
preferredLongDateTimeFormat
preferredTimeFormat
preferredDateTimeFormat

Daylite uses the format specified in your International System Preferences while displaying the date.

How to send external letter templates

After saving your letter template in another application with the merge letters described above you can send merge letters to people in Daylite with the steps below:

Select the person you wish to send your letter to, or make the letter about
Click Edit > Merge > Merge from another application
Select the application you saved your template
Next to Template select Choose and navigate to your template
Next to Save in select Choose and choose where to save your merged letter
Add a file name and Subject
Choose to either send as Email, to Print or in the Daylite editor for more changes

When using form merge keys, first select the contact that the form is linked to then, select the form you wish to merge within the contact Details pane.