Word Integration – Insert and Format Merge Fields (Cloud & On-Premise) – Maximizer

Merge fields are placeholders in a Word document that are replaced with Maximizer data when you preview, print, or save the document. You can insert merge fields for Address Book entries (including user-defined fields), your own user information, Customer Service cases, and Opportunities.

Linked vs. unlinked merge fields

Linked: inserts a field that's replaced with the current entry's value each time you merge. Use this for documents you'll reuse with different entries.
Not linked: inserts the current entry's value as plain text.

Insert a merge field

With a document open in Word, place your cursor where you want the merge field.
On the Maximizer tab, click the top of Insert Merge Field to see the list of fields.

Or click the arrow beside Insert Merge Field and choose a Basic Merge Field.
Select the type of merge field to insert.
To add it as a linked field, select the Link checkbox.
Click Insert.
Continue inserting fields as needed. You can keep editing the document while the dialog is open.
Click Close when you're done.

Note: The merge fields available depend on the Maximizer window you are working in. From the Address Book window, you can insert Address Book and User fields. From the Opportunities window, you can also insert Opportunity fields. To build a template with Opportunity fields, start from the Opportunities window.

Change the case of a merge field

In Word, right-click the merge field and select Edit Field.
Click Field Codes at the bottom left.
Add a case switch after DOCPROPERTY. For example, for all capitals: DOCPROPERTY \* Upper C.FirstName
Click OK.