UTC Mail Merge Fields

1. Feature Overview

This article lists the various mail merge fields available in the Universal Telephony Connector (UTC).

 

2. Prerequisites

  • The Universal Telephony Connector is a paid connector, to enable it contact support@leadsquared.com.
  • You must be an Administrator user to access the connector configuration.

 

3. Click2Call Mail Merge Fields

Note: The following click 2 call parameters have been deprecated –

  • @customerNumber
  • @agentNumber
  • @virtualNumber

Refer to the table below for alternatives.

Fields Description
Virtual Number Fields –
VirtualNumberWithoutCC=@VirtualNumberWithoutCCVirtual Number/Display Number/Caller ID/DID without country code
VirtualNumberWithCC=@VirtualNumberWithCCVirtual Number/Display Number/Caller ID/DID with country code
VirtualNumberTag=@VirtualNumberTagTag Configured for Virtual Number/Display Number/Caller ID/DID
Opportunity Fields – 
opportunityId=@opportunityIdOpportunity Id
opportunityType=@opportunityTypeOpportunity Type
opportunityTelephonyMappingId=@opportunityTelephonyMappingIdOpportunity – Telephony Mapping Id
Activity Fields – 
Notes=@{Activity:ActivityEvent_Note, }Activity notes
Status=@{Activity:Status, }Activity status
Owner=@{Activity:Owner, }Activity owner
Custom1@={Activity:mx_Custom_1, }Custom activity field
Custom2=@{Activity:mx_Custom_2, }Custom activity field
Custom3@={Activity:mx_Custom_3, }Custom activity field
Custom4=@{Activity:mx_Custom_4, }Custom activity field
Custom5=@{Activity:mx_Custom_5, }Custom activity field
Custom6=@{Activity:mx_Custom_6, }Custom activity field
Custom7=@{Activity:mx_Custom_7, }Custom activity field
Custom8=@{Activity:mx_Custom_8, }Custom activity field
Custom9=@{Activity:mx_Custom_9, }Custom activity field
Custom10=@{Activity:mx_Custom_10, }Custom activity field
 Lead Fields –
FirstName=@{Lead:FirstName, }Lead’s first name
LastName=@{Lead:LastName, }Lead’s last name
Email=@{Lead:EmailAddress, }Lead’s email address
LeadSource=@{Lead:Source, }Lead’s source
Notes=@{Lead:Notes, }Notes on the lead
PhoneNumber=@{Lead:Phone, }Lead’s phone number
MobileNumber=@{Lead:Mobile, }Lead’s mobile number
Website=@{Lead:Website, }Lead’s website
Company=@{Lead:Company, }Lead’s company
JobTitle=@{Lead:JobTitle, }Lead’s job title
LeadScore=@{Lead:Score, }Lead’s score
CreatedOn=@{Lead:CreatedOn, }Lead creation date
ModifiedOn=@{Lead:ModifiedOn, }Lead modified date
ProspectCreationDate=@{Lead:LeadConversionDate, }Lead conversion date
Address1=@{Lead:mx_Street1, }Lead’s address 1
Address2=@{Lead:mx_Street2, }Lead’s address 2
City=@{Lead:mx_City, }Lead’s city
State=@{Lead:mx_State, }Lead’s state
Country=@{Lead:mx_Country, }Lead’s country
Zip=@{Lead:mx_Zip, }Lead’s zip code
Owner=@{Lead:OwnerIdName, }Lead owner
OwnerEmail=@{Lead:OwnerIdEmailAddress, }Lead owner’s email id
CreatedBy=@{Lead:CreatedByName, }Lead created by
ModifiedBy=@{Lead:ModifiedByName, }Lead modified by
SourceCampaign=@{Lead:SourceCampaign, }Source campaign
SourceContent=@{Lead:SourceContent, }Source content
EngagementScore=@{Lead:EngagementScore, }Engagement score
OrderValue=@{Lead:Revenue, }Lead value
Twitter=@{Lead:TwitterId, }Lead’s Twitter id
Facebook=@{Lead:FacebookId, }Lead’s Facebook ID
LinkedIn=@{Lead:LinkedInId, }Lead’s LinkedIn ID
SkypeName=@{Lead:SkypeId, }Lead’s Skype ID
GtalkUser=@{Lead:GTalkId, }Lead’s Google Talk ID
GooglePlus=@{Lead:GooglePlusId, }Lead’s Google Plus ID
PhotoUrl=@{Lead:PhotoUrl, }Photo URL
CurrentOptInStatus=@{Lead:CurrentOptInStatus, }The current opt-in status
OptInDate=@{Lead:OptInDate, }Lead opt-in date
OptInDetails=@{Lead:OptInDetails, }Lead opt-in details
LastOptInEmailSentDate=@{Lead:LastOptInEmailSentDate, }The last opt-in email date
LeadAge=@{Lead:LeadAge, }Lead’s age
leadId=@leadIdLead Id
leadPhone=@leadPhoneLead Phone number without country code
PhoneNumberWithCountryCode=@PhoneNumberWithCountryCodeLead Phone number with country code
lead_number=@{Lead:ProspectAutoId,}
Account Fields –
City=@{Account:City , }Account’s city
CompanyName=@{Account:CompanyName , }Account’s company name
Country=@{Account:Country , }Account’s Country
Fax=@{Account:Fax , }Account’s fax number
Phone=@{Account:Phone , }Account’s phone number
State=@{Account:State , }Account’s state
Street1=@{Account:Street1 , }Account’s street address 1
Street2=@{Account:Street2 , }Account’s street address 2
TimeZone=@{Account:TimeZone , }Account’s time zone
Website=@{Account:Website , }Account’s website
Zip=@{Account:Zip , }Account’s zip code
Short Code=@{Account:ShortCode , }Account’s shortcode
Plan=@{Account:Plan , }Account’s plan
User Fields – 
EmailAddress=@{User:EmailAddress , }Agent’s email address
AgentFirstName=@{User:FirstName , }Agent’s first name
AgentFullName=@{User:FullName , }Agent’s full name
AgentLastName=@{User:LastName , }Agent’s last name
AgentMiddleName=@{User:MiddleName , }Agent’s middle name
AgentPhoneNumber=@{User:AssociatedPhoneNumbers , }Agent’s associated phone numbers
UserId=@{User:UserId , }Agent’s user Id
AgentAccessKey=@{User:AccessKey , }Agent’s access key
AgentNumberWithCC=@AgentNumberWithCCAgent Number with country code
AgentNumberWithoutCC=@AgentNumberWithoutCCAgent Number without country code
agentName=@agentNameUser Name
agentEmail=@agentEmailUser Email Address
TeamId=@{User:TeamId,}Team Id
groups=@{User:GroupIds,}Comma-separated IDs of groups that the user belongs to

 

4. Call Disposition Mail Merge Fields

FieldsDescription
agentNumber=@agentNumberAgent’s number
customerNumber=@customerNumberCustomer’s number
virtualNumber=@virtualNumberVirtual number
agentName=@agentNameAgent’s name
agentId=@agentIdAgent’s ID
callSessionId=@callSessionIdCall session ID
ucid=@ucidUCID
campaignId=@campaignIdCampaign ID
notes=@notesCall notes
comments=@commentsComments
date=@dateDate
dispositionValue=@dispositionValueConfigured disposition value
EmailAddress=@{User:emailAddress,}Agent’s email address
FirstName=@{User:FirstName,}Agent’s first name
FullName=@{User:FullName,}Agent’s full name
LastName=@{User:LastName,}Agent’s last name
MiddleName=@{User:MiddleName,}Agent’s middle name
PhoneNumber=@{User:AssociatedPhoneNumbers,}Agent’s associated phone number
UserId=@{User:UserId,}User Id
AccessKey=@{User:AccessKey,}Agent’s Access Key
SecretKey=@{User:SecretKey,}Agent’s Secret Key

 

5. Agent Panel Mail Merge Fields

FieldsDescription
Address=@{User:Address,}Agent’s address
AssociatedPhoneNumbers=@{User:AssociatedPhoneNumbers,}Agent’s associated phone numbers
AutoUserId=@{User:AutoUserId,}
Availability=@{User:Availability,}Agent’s availability
AvailabilityStatus=@{User:AvailabilityStatus,}Agent’s availability status
Checkin-checkouthistoryId=@{User:CheckinCheckoutHistoryId,}Agent’s check-in check-out history Id
City=@{User:City,}Agent’s City
Country=@{User:Country,}Agent’s Country
CreatedBy=@{User:CreatedBy,}Created By
CreatedOn=@{User:CreatedOn,}Created On
Custom1=@{User:mx_Custom_1,}Custom Agent field 1
Custom2=@{User:mx_Custom_2,}Custom Agent field 2
Custom3=@{User:mx_Custom_3,}Custom Agent field 3
Custom4=@{User:mx_Custom_4,}Custom Agent field 4
Custom5=@{User:mx_Custom_5,}Custom Agent field 5
Custom6=@{User:mx_Custom_6,}Custom Agent field 6
Custom7=@{User:mx_Custom_7,}Custom Agent field 7
Custom8=@{User:mx_Custom_8,}Custom Agent field 8
Custom9=@{User:mx_Custom_9,}Custom Agent field 9
DateFormat=@{User:DateFormat,}Date Format
DateOfBirth=@{User:DateOfBirth,}Agent’s date of birth
DateOfJoining=@{User:DateOfJoining,}Agent’s date of joining
DateOfResignation=@{User:DateOfResignation,}Agent’s date of resignation
DeletionStatusCode=@{User:DeletionStatusCode,}Deletion status code
Department=@{User:Department,}Agent’s department
Designation=@{User:Designation,}Agent’s designation
EmailAddress=@{User:EmailAddress,}Agent’s email address
EmployeeId=@{User:EmployeeId,}Agent’s employee Id
FirstName=@{User:FirstName,}Agent’s first name
Gender=@{User:mx_Custom_Gender,}Agent’s gender
HolidayCalendar=@{User:HolidayCalendarId,}Agent’s holiday calendar Id
ImportId=@{User:ImportId,}Agent’s import Id
IsAdministrator=@{User:IsAdministrator,}Is Agent an administrator
IsAgencyUser=@{User:IsAgencyUser,}Is Agent an agency user
IsBillingUser=@{User:IsBillingUser,}Is billing user
Ischeckedin=@{User:IsCheckedIn,}Is Agent checked in
Ischeckinenabled=@{User:IsCheckInEnabled,}Is check-in enabled
IsDefaultOwner=@{User:IsDefaultOwner,}Is default owner
IsEmailSender=@{User:IsEmailSender,}Is email sender
IsEmployee=@{User:IsEmployee,}Is employee
IsPhoneCallAgent=@{User:IsPhoneCallAgent,}Is phone call agent
IsSoftPhoneEnabled=@{User:IsSoftPhoneEnabled,}Is the agent’s softphone enabled
IsWorkingToday=@{User:IsWorkingToday,}Is the agent working today
LastcheckedIPAddress=@{User:LastCheckedIpAddress,}Last checked IP address
Lastcheckedon=@{User:LastCheckedOn,}Agent’s last checked on
LastName=@{User:LastName,}Agent’s last name
ManagerName=@{User:ManagerUserId,}User ID of agent’s manager
MiddleName=@{User:MiddleName,}Agent’s middle name
ModifiedBy=@{User:ModifiedBy,}Modified by
ModifiedOn=@{User:ModifiedOn,}Modified on
ModifyAllLeadsOfGroup=@{User:ModifyAllLeadsOfGroup,}Modify all leads of group
OfficeLocationName=@{User:OfficeLocationName,}Agent’s office location
OldTeam=@{User:Team,}Agent’s team
PermissionTemplates=@{User:TemplateNames,}Permission templates
Phone(Main)=@{User:PhoneMain,}Agent’s main phone
Phone(Mobile)=@{User:PhoneMobile,}Agent’s mobile phone
Phone(Others)=@{User:PhoneOthers,}Agent’s other phone numbers
PhotoUrl=@{User:PhotoUrl,}Agent’s photo URL
Role=@{User:Role,}Agent’s role
SalesGroups=@{User:Groups,}Agent’s group
SalesRegions=@{User:SalesRegions,}Agent’s sales regions
SignatureHtml=@{User:Signature_Html,}Agent’s signature HTML
SignatureText=@{User:Signature_Text,}Agent’s signature text
Skills=@{User:Skills,}Agent’s skills
State=@{User:State,}Agent’s state
StatusCode=@{User:StatusCode,}Agent’s status code
StatusReason=@{User:StatusReason,}Agent;s status reason
Team=@{User:TeamId,}Agent’s team Id
TelephonyAgentId=@{User:TelephonyAgentId,}Telephony Agent’s Id
TimeZone=@{User:TimeZone,}Agent’s timezone
UserId=@{User:UserID,}Agent’s user ID
UserType=@{User:UserType,}Agent’s user type
ViewAllLeadsOfGroup=@{User:ViewAllLeadsOfGroup,}View all leads of group
WorkDayTemplate=@{User:WorkDayTemplateId,}Workday template Id
ZipCode=@{User:ZipCode,}Agent’s zip code

 

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