Overview
Here is a list of some merge fields inside of Actionstep that users can use.
Note: Please Note that in order to display Salutations the contact must have the title section in their contact card filled out.
Names with Salutations
FirstInitialLastNameWithSalutation|pt=*
FirstInitialLastNameWithSalutationList|pt=*
FullNameInitialswithSalutation|pt=*
FullNameInitialswithSalutationList|pt=*
FullNamewithSalutation|pt=*
FullNamewithSalutationList|pt=*
LastNamewithSalutation|pt=*
LastNamewithSalutationList|pt=*
(*=Party role)
Example= Client, Attorney, Lawyer, Vendor, etc.
Here are some examples of the merge fields in actions.
FirstInitialLastNameWithSalutation|pt=Client > Mr. J Smithy
FullNamewithSalutation|pt=Client > Mr. John Smithy
LastNamewithSalutation|pt=Judge > Hon. Smithy
Note: Again Please Note that in order to display Salutations the contact must have the title section in their contact card filled out.