Merge Fields

Revenue Results has many available merge fields. This will give you a description of each one available divided into the sections we see in the merge fields tab.

Ability to Pay

ATP.Calc- Ability to Pay module calculation total
ATP.ExpenseSub - Subtotal of all expenses listed
ATP.IncomeSub - Subtotal of all income listed
ATP.Period - Reporting period: monthly, weekly or bi-weekly
ATP.xxx - Various Ability to Pay module fields you have added for income and expenses will adda field here.

Account


Accounts List- Displays the Account Reference 1 and current balance
Case #: 1235455 Balance: $3600.00
Case#: 34353555 Balance: $652.24

  • To configure the AccountList merge field:
  • Click .
  • Select the Account ID from the drop-down list.
  • To add a suffix, select the Add suffix checkbox, and then select a Suffix from the drop-down list.
  • To use a separator, select the Use separator checkbox.
  • Click Save Changes.

Accounts- Displays the account type, reference1 number and current balance for each account on the letter.
Example:

Account Type: Court, 12345678, Balance: $1,005.00
Account Type: Court, 12ss-dd4, Balance: $361.00

Accounts II- Displays the Account Reference 1, Account type, and current balance
1234344 Superior Court $3600.00
3455454 Treasurer $500.26

AccountsMTxt- Same format as the Accounts merge field, but used when creating a .CSV file type instead of printing a letter.

AccountsRef1Bal- Displays the Account Reference 1 and current balance with a Total line.
Example:

CR 01371 B $3,604.43
CR01371BX $1,706.68
Balance: $5,311.11

AccountsTXT- Same format as the Accounts merge field, but used when creating a .CSV file type instead of printing a letter.

Acct_Type_Sum– Displays the sum total of all accounts of the same type.

  • To configure the Acct_Type_Sum merge field:
  • Click .
  • To display all accounts, regardless of the accounts chosen at the time the letter is printed, select the Disregard selections at print time and display all accounts checkbox.
  • Click OK.

ACCTAdj- Displays the Account Adjusted amount.

ACCTAssessDt- Displays the assessment date for the account.

ACCTBalZeroFill - Displays the account balance in a format with 12 zeros used by a machine reader for a client.
Example:
000000026380

ACCTCancel- Displays the account cancelled amount.

ACCTCoResponsible- Lists the co-responsible party name.

ACCTCoResponsibleBal- Lists the co-responsible party on the accounts balance.

ACCTOwe- Displays Account original owing amount.

ACCTPaid- Displays Account paid amount.

Activated Date- Displays the date that the account was reactivated.

ATYPE fields- Displays values entered in the Admin – Accounts – Define Account type area, Contacts tab.

Balance - Displays the current account balance.

Cancelled Date- Displays the date that the account was cancelled.

ACF.XXXXX- Displays the value in the account custom field specified in the XXXXXXX area. For example, if you had an account custom field called Case Number, the merge field would be called ACF.Case Number

Delinquent Date- Not currently used.

Description- Displays the accounts description.

ACCTRef1Payoff– <<<Chad – I’m not sure what this does>>>

  • To configure the ACCTRef1Payoff merge field:
  • Click .
  • In the Edit Date window, select one of the following:
  • To run the run a specific number of days from the current date, select Current date (the day the rule is run), and type a number in the n days offset from the current date (+ or -) field.
  • To set a specific date, select Static date (not dependent on current date), and click the drop-down arrow to select a date from the calendar.
  • Click Save Changes.

AcctsRef1Desc– Displays a description of the Reference 1 field.

  • To configure the ACCTRef1Desc merge field:
  • Click .
  • In the Define Exclusions Parameter window, click a field in the Attribute column and select an attribute from the drop-down list.
  • In the Comparison column, click a field and select the comparison from the drop-down list.
  • In the Value column, click a field, the options in the Value field varies based on the attribute you select.
  • In the And/Or column, click a field and select And or Or from the drop-down list.

Your selection determines if this parameter and the next parameter have to be met, or if only one of them must be met.

  1. Continue adding attributes, as needed.
  2. To only send one letter per debtor, select the One letter per debtor checkbox.
  3. Click Run Query. The results display in the Query results area of the window.
  4. Click OK to save the query.

FTItems– Displays a date and/or time.

  • To configure the FTItems merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

Interest Rate- Displays the interest rate for the account.

Interest Start Date- Displays the interest start date for the account.

Interest Type- Displays the interest type for the account.

LI- Displays the Account Type, then the line items on the account with their current balances followed by the account balance.
Example:

Account: Court1
Interest 05/01/2012 $333.00
Penalty 05/01/2012 $12,111.00
Fine 05/01/2012 $111.00
Account Balance: $12,555.00

LineItems- Displays the line items on the account for the letter along with each line items incurred date, initial owed amount, adjusted amount, paid amount, canceled amount and current balance.
Example:
Interest 5/1/2008 Owed: $333.00 Adj.: $0.00 Paid: $0.00 Cancel: $0.00 Bal.: $333.00
Penalty 5/1/2008 Owed: $111.00 Adj.: $0.00 Paid: $0.00 Cancel: $0.00 Bal.: $111.00
Fine 5/1/2008 Owed: $111.00 Adj.: $0.00 Paid: $0.00 Cancel: $0.00 Bal.: $111.00

LineItemsTXT- Same as LineItems merge field, but used for .CSV file

LITxt- Same as LI but used for .CSV file creation.

Number- Displays the number that Revenue Results assigned to the account

QBAccountList- Displays the same as the Accounts merge field with Account reference1 and balance. This merge field allows you to do EXCLUSIONS also. Click on the Wand symbol you see to the right and you can define parameters to Exclude certain Account types, statuses, etc.
Case #: 1235455 Balance: $3600.00
Case#: 34353555 Balance: $652.24

QBLI Displays Line item description, Balance, Account Ref 1 and Account Ref 3.

Example:

  • To configure the QBAccountList merge field:
  • Click .
  • In the Define Exclusions Parameter window, click a field in the Attribute column and select an attribute from the drop-down list.
  • In the Comparison column, click a field and select the comparison from the drop-down list.
  • In the Value column, click a field, the options in the Value field varies based on the attribute you select.
  • In the And/Or column, click a field and select And or Or from the drop-down list.

Your selection determines if this parameter and the next parameter have to be met, or if only one of them must be met.

  1. Continue adding attributes, as needed.
  2. To only send one letter per debtor, select the One letter per debtor checkbox.
  3. Click Run Query. The results display in the Query results area of the window.
  4. Click OK to save the query.

QBAccounts- Displays the same as the Accounts merge field with Account type, reference1 and balance. This merge field allows you to do EXCLUSIONS also. Click on the Wand symbol you see to the right and you can define parameters to Exclude certain Account types, statuses, etc.
Account Type: Court, 12345678, Balance: $1,005.00
Account Type: Court, 12ss-dd4, Balance: $361.00

  • To configure the QBAccounts merge field:
  • Click .
  • In the Define Exclusions Parameter window, click a field in the Attribute column and select an attribute from the drop-down list.
  • In the Comparison column, click a field and select the comparison from the drop-down list.
  • In the Value column, click a field, the options in the Value field varies based on the attribute you select.
  • In the And/Or column, click a field and select And or Or from the drop-down list.

Your selection determines if this parameter and the next parameter have to be met, or if only one of them must be met.

  1. Continue adding attributes, as needed.
  2. To only send one letter per debtor, select the One letter per debtor checkbox.
  3. Click Run Query. The results display in the Query results area of the window.
  4. Click OK to save the query.

Reference 1- Displays the Reference1 number assigned to this account (you may have redefined the name of this field, but you would still use this merge field).

Reference 2- Displays the Reference2 number assigned to this account (you may have redefined the name of this field, but you would still use this merge field).

Reference 3- Displays the Reference1 number assigned to this account.

Status– Displays the status of the account.

Type- Displays the accounts type.

Collector:

All Collector fields correspond with the User associated with a Collector setup.

 

Address 1and 2(COLAddr1 and COLAddr2) - These pull from the Address defined in the Define Users window.

AKA(COLAKA) - Displays the AKA of the collector associated with the user that requests the letter.

City(COLCity) – Displays the city associated with the Address defined in the Define Users window.

COLPrime- Displays the Primary Collector Assigned AKA field. In Admin – Collector – Assignments – Assign primary collector you can choose primary collector for a Collector Bin. This field pulls that collectors AKA field.

COLPrimeTitle- Displays the User Title for the User associated with the Primary Collector on a Debtor.

Email(COLEmail) – Displays the email address associated with the user that requests the letter.

Name(COLName) - Displays the name of the collector associated with the user that requests the letter.

Phone(COLPhone) – Displays the phone number of the collector associated with the user that requests the letter.

State(COLState) – Displays the state associated with the Address defined in the Define Users window.

Zip(COLZip) – Displays the zip code associated with the Address defined in the Define Users window.

 

Contact:

The contacts setup for the Debtor. The fields are the same whether viewing Contact 1, Contact 2, or Contact 3.

 

NOTE: n represents the contact number.

Address 1(CONnAddr1) - Displays the contact’s street address.

Address 2(CONnAddr2) - Displays the contact’s 2nd address line.

City(CONnCity) - Displays the contact’s city.

Comment(CONnComment) - Displays the contact’s comments field.

Company(CONnCompany) – Displays the name of the organization the works for.

Email(CONnEmail) - Displays the contact’s e-mail address.

Fax(CONnFax) – Displays the contact’s fax number.

Name(CONnName) - Displays the contact’s full name.

Phone(CONnPhone) - Displays the contact’s phone number.

Social Security Number(CONnSSN) - Displays the contact’s social security number.

State(CONnST) - Displays the contact’s state.

Title(CONnTitle) – Displays the contact’s title.

Type(CONnType) - Displays the contact’s type (spouse, parole officer,  etc.).

Zip(CONnZip) - Displays the contact’s zip code.

Debtor

AddrStatus- Displays the status (good, bad, mail return, etc.) of the address the letter is being sent to.

AddrType- Displays the address type (residence, business, etc.)

CODBA- Displays the company DBA (Doing Business As) field.

COFEIN- Displays the company FEIN (Federal Identification Number).

COName- Displays the name of the company.

COType- Displays the company type (Corporation, LLC, etc.)

DCF.XXXXX- Displays the value in the debtor custom field specified in the XXXXXXX area. For example, if you have a debtor custom field called Debtor Field, the merge field would be called DCF.Debtor Field.

DLN- Displays the driver’s license number.

DLNState- Displays the state that issued the driver’s license.

DTRAddDt- Displays the date the debtor was entered into Revenue Results.

  • To configure the DTRAddDt merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

DTRAddr- Displays the debtor’s whole primary address. This includes the street address, city, state, and zip code.

DTRAddr1- Displays the street address line 1.

DTRAddr2- Displays the street address line 2 (used infrequently).

DTRAdj- Displays the Debtor’s adjusted amount balance.

DTRAreaCd- Displays the area code.

DTRBal- Displays the debtor’s balance (total of all the debtor’s accounts).

DTRBalPayoff– Displays the debtor’s payoff balance.

  • To configure the DTRBalPayoff merge field:
  • Click .
  • In the Edit Date window, select one of the following:
  • To run the run a specific number of days from the current date, select Current date (the day the rule is run), and type a number in the n days offset from the current date (+ or -) field.
  • To set a specific date, select Static date (not dependent on current date), and click the drop-down arrow to select a date from the calendar.
  • Click Save Changes.

DTRBalSTR- Displays the debtor’s balance with no dollar signs.

DTRBalZeroFill - Displays the debtor’s balance along with a series of zeros to total 12 zeros for a client scanner.
Example:

000000026380

DTRCancel- Displays the debtor’s cancelled balance.

DTRCity- Displays the city associated with the debtor’s address.

DTRCnty- Displays the county associated with the debtor’s address.

DTRCntry- Displays the country associated with the debtor’s address.

DTRDOB- Displays the debtor’s date of birth.

  • To configure the DTRDOB merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

DTREmail- Displays the debtor’s e-mail address.

DTRExt- Displays the debtor’s phone extension.

DTRFName- Displays the debtor’s first name.

DTRFullName- Displays the debtor’s full name. If the debtor is a company this displays the company name.

DTRLastAct- Displays the last action taken on the debtor in Revenue Results (letter sent, note made, payment posted, etc.)

DTRLastActDT- Displays the date of the last action taken (see above).

  • To configure the LastActDT merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

DTRLastLtr- Displays the name of the last letter sent to the debtor.

DTRLastLtrDt- Displays the date that the last letter was sent to the debtor.

  • To configure the DTRLastLtrDt merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

 DTRLastPmt- Displays the amount of the last payment the debtor made.

DTRLastPmtDT- Displays the date of the last payment the debtor made.

  • To configure the DTRLastPmtDT merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

DTRLastStmt– Displays the number of the last statement sent to the debtor.

DTRLastStmtDt– Displays the date the last statement was sent to the debtor.

  • To configure the DTRLastStmtDt merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

DTRLName- Displays the debtor’s last name.

DTRLtrBal- Displays the current total balance of all accounts included on the letter.

DTRLtrBalZeroFill- Displays the balance of accounts included in this letter along with a series of zeros to total 12 zeros for a client scanner.
Example:

000000026380

DTRMName- Displays the debtor’s middle name.

DTRNameSuff- Displays the suffix of the debtor’s name, if applicable (Jr., III, IV, etc.)

DTRNum- Displays the debtor number assigned to this debtor by Revenue Results.

DTROwe- Displays the amount the debtor originally owed.

DTRPaid- Displays the amount the debtor has paid.

DTRPhNum- Displays the debtor’s phone number without the area code.

DTRPhone- Displays the debtor’s primary phone number, including the area code and any extension.

DTRPhStatus- Displays the status of the primary phone number (good, bad, disconnected, etc.)

DTRPhType- Displays the type of primary phone (business, cell, etc.)

DTRPreName- Displays the prefix of the debtor’s name (Mr., Mrs., etc.)

DTRRef1- Displays the debtor’s reference1 number (you may have redefined the name of this field, but you would still use this merge field).

DTRSSN- Displays the debtor’s social security number.

DTRState- Displays the state associated with the debtor’s address.

DTRStatus- Displays the debtor’s status.

DTRType- Displays the debtor’s type (I for individual, C for Company).

DTRZip- Displays the zip code associated with the debtor’s address.

NextStep- Displays the next step defined to happen (by using the next step feature).

NextWorkDt- Displays the date specified to take the next action.

  • To configure the NextWorkDt merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

Employment

EmpCmts– Displays comments entered about the primary employer.

Employer Address 1(EmpAddr1) - Displays the primary employer’s address line 1.

Employer Address 2(EmpAddr2) - Displays the primary employer’s address line 2.

Employer City(EmpCity) - Displays the primary employer’s city.

Employer Contact(EmpContact) – Displays the primary employer’s contact information.

Employer Contact Title(EmpCtctTitle) – Displays the title of the contact at the primary employer’s business.

Employer Email(EmpEmail) - Displays the primary employer’s e-mail address.

Employer Fax(EmpFax) – Displays the primary employer’s fax number.

Employer Name(EmpName) - Displays the primary employer’s name.

Employer Phone(EmpPhone) - Displays the primary employer’s phone number.

Employer State(EmpState) - Displays state associated with the primary employer’s address.

Employer Zip(EmpZip)- Displays the zip code associated with the primary employer’s address.

Emp Type- Displays the primary employer’s type of business.

Hire Date(EmpHireDate) - Displays the debtor’s hire date with the primary employer.

  • To configure the Hire Date merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

 

Termination Date(EmpTermDate) - Displays the debtor’s termination date with the primary employer.

  • To configure the Termination Date merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

 

Miscellaneous

Additional Text(AddtnlText) - Displays text manually typed into the additional text box when manually requesting a letter.

Current Date(CurrentDate1_P_0) - This allows you the option to enter the current date on a letter. When the letter prints it prints the date the letter prints.

  • To configure the Current Date merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

 

Organization

Address 1(ORGAddr1) - Displays the first address line of the organization.

Address 2(ORGAddr2) - Displays the second address line of the organization.

City(ORGCity) – Displays the city associated with the organization’s address.

Contact(ORGCont) - Displays the name of the contact at the organization.

Email(ORGEmail) - Displays the e-mail address of the organization.

Fax(ORGFax) - Displays the fax number of the organization.

Mailing Address 1(ORGMailAddr1) - Displays the mailing address line 1 for the organization.

Mailing Address 2(ORGMailAddr2) - Displays the mailing address line 2 for the organization.

Mailing City(ORGMailCity) - Displays the city of the organization.

Mailing State(ORGMailState) - Displays the state of the organization.

Mailing Zip(ORGMailZip) - Displays the zip code of the organization.

Name(ORGName) - Displays the name of the organization (entered in Organization Setup).

Phone(ORGPhone) - Displays the phone number of the organization.

State(ORGState) - Displays the state of the organization.

URL(ORGURL) - Displays the URL (internet address) of the organization.

Zip(ORGZip) - Displays the zip code of the organization.

 

Payment Plan

Accounts(PLNAccts) – Displays the accounts included in the payment plan.

AccountsRef1– Displays the reference 1 number for each account included in the payment plan.

Alternate First Payment(PLNAlt1stPmt) - Displays the alternate first payment amount.

Alternate First Payment Date(PLNAlt1stPmtDt) - Displays the due date of the alternate first payment.

  • To configure the Alternate First Payment Date merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

Balance(PLNBal) - Displays the current balance of the payment plan.

Balance String(PLNBalSTR) - <<<Chad – What’s this used for?>>>

Delinquent(PLNDelinq) - Displays the total delinquent amount of the payment plan.

Delinquent Paid Hold- Displays the delinquent amount of the payment plan minus any balance in paid hold.

Due Date(PLNDueDt) - Displays the due date of the next unpaid payment on the plan; even if it occurs in the past.

  • To configure the Due Date merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

Due Date String(PLNDueDtSTR) - <<<Chad – What is this?>>>First Payment Date(PLN1stPmtDt) – Displays the due date of the first payment.

  • To configure the First Payment Date merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

 

Hold(PLNPmtHld) - Displays the next payment due calculating any Paid Hold amount into the amount due.
Name(PLNName) - Displays the name of the payment plan.

Next Payment(PLNNextPmt) - Displays the next unpaid payment due, including alternate payment and any edited payments

Next Total Due(PLNNextTotlDue) – Displays the total amount of the next payment due.

Original Balance(PLNOrigBal) - Displays the payment plans original balance.

Payment(PLNPmt) - Displays the payment plan’s standard periodic payment amount.

Payments Missed(PLNPmtsMissed) - Displays the number of payment plan payments missed.

PLNBalZeroFill– Payment Plan balance filled in with 6 zeros

PLNDelinqZeroFillPayment Plan delinquent amount with 6 zeros

PLNNextPmtZeroFillPlan Next payment amount with 6 zeros

PLNOrigBalZeroFillPlan original balance with 6 zeros

PLNPmtZeroFill- Plan payment amount with 6 zeros

Schedule(PLNSched) - Displays a table based summary of the plan. This includes each payment due date, amount, and date paid.

  • To configure the Schedule  merge field:
  • Click .
  • In the Date and Time window, select a format, and click Save Changes.

Terms(PLNTerms) - Displays the payment plans terms (weekly, monthly, etc.)

To
The To merge fields use contacts in the system.

When doing a Manual letter request you have the option to check mark the contact you want to include on the letter. If you are using the TO fields than the contact that is check marked will print on the letter.

Address(TOAddr) – Displays the full address of the contact, including city, state, and zip code.

Address1(TOAddr1) - Displays the contact’s street address.

Address2(TOAddr2) - Displays the contact’s 2nd address line.

Area Code(TOAreaCD) – Displays the contact’s area code.

City(TOCity) - Displays the contact’s city.

Country(TOCntry) – Displays the contact’s country.

County (TOCnty) – Displays the contact’s county.

Email(TOEmail) - Displays the contact’s email address.

Extension(TOExt) – Displays the contact’s extension.

Full Name(TOFullName) - Displays the contact’s full name.

Phone(TOPhone) - Displays the contact’s phone number.

Phone2(TOPhNum) – Displays the contact’s secondary phone number.

State(TOState) - Displays the contact’s state.

Zip(TOZip) - Displays the contact’s zip code.

User

Address(USRAddr) - Displays the full address of the user that requests the letter.

Address 1(USRAddr1) - Displays the first address line of the user that requests the letter.

Address 2(USRAddr2) - Displays the second address line of the user that requests the letter.

AKA(USRAKA) - Displays the AKA (Also Known As) field of the user that requests the letter.

City(USRCity) - Displays the city of the user that requests the letter.

First Name(USRFname) - Displays the first name of the user that requests the letter (this is only useful for manually requested letters).

Home Email(USRHomeEmail) – Displays the home email address of the user that requests the letter.

Home Phone(USRHomePhone) – Displays the home phone number of the user that requests the letter.

Last Name(USRLName) - Displays the last name of the user that requests the letter (this is only useful for manually requested letters).

Middle Name(USRMname) - Displays the middle name of the user that requests the letter (this is only useful for manually requested letters).

State(USRState) - Displays the state of the user that requests the letter.

Title(USRTitle) - Displays the title of the user that requests the letter.

Work Email(USRWrkEmail) - Displays the work e-mail address of the user that requests the letter.

Work Phone(USRWrkPhone) - Displays the work phone of the user that requests the letter.

Zip(USRZip) - Displays the zip code of the user that requests the letter.

Main Support Line:

          
All Support Team Members (866) 684-7387 RR_Support@revq.com
Chris Stickney (Support) Ext. 5673 Chris.Stickney@revq.com
Angel Davis (Support) Ext. 5756 Angel.Davis@revq.com
Kellie Mendenhall (Trainer)   Ext. 5676 Kellie.Mendenhall@revq.com
Aaron Burge (Installation) Ext. 5710 Aaron.Burge@revq.com

 

Mailing Address

4400 NE 77th Avenue, STE 100
Vancouver, WA 98662