Keywords are words that can be used when creating emails throughout the CRM. They are simple words that begin and end with a % (percentage) sign, that will be replaced with the information that they symbolize. For example, when %FIRSTNAME% is placed in the appropriate email field template, this word will be replaced with the customer's first name when the email is produced. Lists of usable keywords can be found in the new blank email creation form.
The other area where key words can be used is in Quick Find searches. When conducting Quick Find searches you would enclose the key field name within [ ] (square brackets). For example, when the Customers form is chosen from the drop down tab in Quick Find and [LastName]=Smith is typed into the Quick Find search field, your search will yield all customers with the Last Name of Smith. See Searching in OrangeCRM.
Listed below are Key Fields that can be searched for on a given form.
FORM ACQUISITION CENTER
ID
Status
Program
Name
AddressOne
City
State
Country
Zip
IDNumber
DateActive
Phone
Plan
Products
DateCreated
ReportGrp
AcctCode
FORM DEPOSIT BANK
ID
Name
Status
WebUserName
WebPassword
WebURL
ACHName
ACHBankName
ACHAccount
ACHABA
DateCreated
ACHBankCity
ACHBankState
BankAcctType
FORM MERCHANT BANK
ID
Program
Name
Descriptor
MonthlyFee
Escrow
DateCreated
FORM BANK ROUTE
ID
Name
Status
FORM BILLING PLAN
ID
Description
Program
Status
DateActive
DateCreated
FORM CATEGORY
ID
Description
Program
Status
DateCreated
FORM THREAD (Comments)
Predefined
Date
Subject
Notes
FORM THREADPREDEF (Predefined Comments)
Name
Program
Subject
Notes
Type
FORM CUSTOMER
ID
Status
BINWarning
FirstName
MiddleName
LastName
PhoneOne
Program
CallCenter
BirthCity
Plan
PlanSold
WebUserName
WebPassWord
WebStatus
DateOrdered
DateLastProc
Cycle
CyclePaid
DateEstBill
DateCreated
Category
AffiliateCode
AffiliateSubCode
SalesPage
RecordedCall
ExtID
CustomValue1
CustomValue2
CustomValue3
CustomValue4
CustomValue5
FORM FEE SCHEDULE
ID
Status
AcctCode
Amount
Program
CallCenter
Plan
MerchantProduct
DateCreated
DelayDay
CycleMin
CycleMax
TransType
CycleCnt
FORM FULFILLMENT
ID
Status
Program
Name
FileName
DateActive
DateCreated
Priority
TriggerType
FORM LEAD
ID
Status
CallCenter
DateOrdered
BillPlan
CallCenterName
Plan
CustID
FirstName
MiddleName
LastName
ExtID
ExtTrack
PhoneOne
BirthCity
DateCreated
OrigSale
RecordedCall
SalesCenter
FileName
LoadTime
DateLastProc
Disposition
AffiliateCode
AffiliateSubCode
SalesPage
CheckName
CheckREAon
DateCheck
Cost
AcctCode
AcctCodeDesc
FORM CustTrans (Transaction)
ID
MasterTransID
TransType
AcctCode
Status
CustID
DateIssue
Amount
BankName
DepositBank
FeeID
ResponseCode
TxnNumber
MasterTxnNumber
OverRideID
DateFinish
AVSResponse
FileName
DateExport
RetryCount
Message
FirstName
MiddleName
LastName
PhoneOne
BillAddressOne
BillAddressTwo
BillAddressThree
BillCity
BillState
BillZip
BillCountry
DateRFI
RFINumber
RFIMerchantID
DateCB
CBnumber
CBMerchantID
Disposition
CardType
CCName
CCAccount
CCExpireMM
CCExpireYY
ACHName
ACHABA
ACHAccount
ACHBankName
ACHBankCity
BankAcctType
CADName
CADAccount
CADBankName
CADFIN
CADFIBN
FORM UPSELL
ID
Status
Program
Name
DateActive
FileName
DateCreated