MSCRM v3 Merge Codes

OmniRush includes the following merge codes 'out of the box.'  You can create additional, custom, codes as well.  See the section on creating custom merge codes.

 

To see the 'guts' of these merge codes, go into the OmniRush Administrator, and select File | Merge Codes. Then you can see the raw SQL for each of these merge codes.

 

To see these merge codes in action, please see the 'out of box' merge documents:

 

 

 

AA

First 10 activity records across all contacts

AC

First 10 activity records for the current (job) contact

ACC

First 10 activity records for current (job) contact with activity type "Call"

ACT

First 10 activity records for current (job) contact with activity type "Task"

ACE

First 10 activity records for current (job) contact with activity type "E-Mail"

ACA

First 10 activity records for current (job) contact with activity type "Appointment"

ACL

First 10 activity records for current (job) contact with activity type "Letter"

History Related Codes

 

HA

First 10 history records across all contacts

HC

First 10 history records for current (job) contact

HCC

First 10 history records for current (job) contact with history type "Call"

HCT

First 10 history records for current (job) contact with history type "Task"

HCE

First 10 history records for current (job) contact with history type "E-Mail"

HCA

First 10 history records for current (job) contact with history type "Appointment"

HCL

First 10 history records for current (job) contact with history type "Letter"

Competitors

 

CA

First 10 Competitors

Contacts

 

CTA

First 10 contacts for the current (job) account

Invoices

 

INA

First 10 invoices

Leads

 

LA

First 10 leads

Opportunity

 

OA

First 10 opportunities -- CRM system wide

OC

First 10 opportunities for current (job) contact or account

OAV

First 10 opportunities with estimated value of > 10000

Orders

 

ORA

First 10 orders

Products, etc

 

PA

First 10 products

QA

First 10 quotes

SA

First 10 services