Client Tags

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Client Tags

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Client tags come from the Client Details tab in the General Report Information section of a report. This information reflects the person whom the report is being generated for.

 

Description

Tag

Company Name

$Client:Company

Names


Primary Client


First Name

$Client1:F

Middle Name

$Client1:M

Last Name

$Client1:L

Full Name


First Middle Last

$Client1:FML

Last, First Middle

$Client1:LFM

Secondary Client


First Name

$Client2:F

Middle Name

$Client2:M

Last Name

$Client2:L

Full Name


First Middle Last

$Client2:FML

Last, First Middle

$Client2:LFM

Combine Client Names


First Middle Last

$Clients:FML(&)   (see Note 1)

Last, First Middle

$Clients:LFM(&)   (see Note 1)

Address


Address Line 1


Full (No. and Street Name)

$Client:Addr1

Number Only

$Client:Addr1No

Street Name Only

$Client:Addr1Str

Address Line 2

$Client:Addr2

Both Lines (as needed)

$Client:Addr

City

$Client:City

State/Province


As Entered

$Client:State

Abbreviation

$Client:StateShort

Long Name

$Client:StateLong

Zip/Postal Code

$Client:Zip

City, State Zip

$Client:CityStateZip

Phone


Voice (day)

$Client:Voice

Voice (evening)

$Client:Other

Cellular

$Client:Cell

Pager

$Client:Pager

Fax

$Client:Fax

Email

$Client:Email

 

Note 1:

These tags put an ampersand between the names; replace the “&” with whatever you would like to use as a separator.