![]() Refer to Unique Document Reference Number. To include the unique FYI reference number, add the Merge Field «ReferenceNumber» to Word Templates or Stationery. Note: There is a known issue where the values are not currently populated for the Merge Fields for Manager Phone, Manager Mobile, Partner Phone and Partner Mobile. If user information such as the direct or mobile phone number of the owner needs to be added or updated, this needs to be done in the Staff profile within your practice management software and then synced to FYI. These examples are added as «OwnerName», «OwnerPhone» ![]() User information from Staff in your Practice Management Softwareįor example, the Owner (creator of the document) Name and Phone. ![]() These examples are added as the Merge Field codes «Name», «ContactName», «Addressee», «Salutation». Information from your Practice Management Softwareįor example the client's Name, Contact Name, Addressee, Salutation is retrieved from your practice management software for the primary contact of the client, as displayed on the Client - Summary tab (refer to Client Summary). These examples are added as the Merge Field codes «FirstName», «LastName», «PostalAddress»
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