Merge Keys for External Applications

With Daylite you can merge letter templates using 3rd party applications, allowing you to create standardized letters or documents you can send to your clients or team.

Support Applications

Daylite 6

  • Pages 4, 5, & 6
  • Numbers 2, 3 & 4
  • Keynote 5, 6 & 7
  • Microsoft Word 2011 & 2016
  • Excel 2011 & 2016

Daylite 4 & 5

  • Pages 4
  • Numbers 2
  • Keynote 5
  • Microsoft Word 2004, 2008, & 2011
  • Excel 2004, 2008, & 2011
  • OmniGraffle Pro 3, 4, & 5

Note: For Word 2008 use .doc file format


Check out all the merge keys below.

My Information Keys

Use these keys to merge data from your information in Daylite.

My Details My Default Organization My Phone & Email
<$me.alias$>
<$me.firstname$>
<$me.fullname$>
<$me.lastname$>
<$me.middlename$>
<$me.nickname$>
<$me.salutation$>
<$me.suffix$>
<$me.tagline$>
<$me.org.address.type$>
<$me.org.address$>
<$me.org.city$>
<$me.org.country$>
<$me.org.extra1>
<$me.org.extra2>
<$me.org.extra3>
<$me.org.extra4>
<$me.org.extra5>
<$me.org.extra6>
<$me.org.extra7>
<$me.org.extra8>
<$me.org.extra9>
<$me.org.extra10>
<$me.org.extra11>
<$me.org.extra12>
<$me.org.extraDate1>
<$me.org.extraDate2>
<$me.org.extraDate3>
<$me.org.extraDate4> <$me.org.name$>
<$me.org.phone1$>
<$me.org.phone2$>
<$me.org.postal$>
<$me.org.state$>
<$me.org.tagline$>
<$me.email.type$>
<$me.email$>
<$me.phone1.type$>
<$me.phone1$>
<$me.phone2.type$>
<$me.phone2$>
My Direct Address My Job Title & Role
<$me.address.type$>
<$me.address$>
<$me.city$>
<$me.country$>
<$me.postal$>
<$me.state$>
<$me.role.played$>
<$me.role.title$>

People Keys

Use these keys to merge data from your Daylite contacts.

Contact Details Default Organization Email & Phone
<$cnt.alias$>
<$cnt.firstname$>
<$cnt.fullname$>
<$cnt.lastname$>
<$cnt.middlename$>
<$cnt.nickname$>
<$cnt.salutation$>
<$cnt.suffix$>
<$cnt.tagline$>
<$cnt.org.address.type$>
<$cnt.org.address$>
<$cnt.org.city$>
<$cnt.org.country$>
<$cnt.org.name$>
<$cnt.org.phone1$>
<$cnt.org.phone2$>
<$cnt.org.postal$>
<$cnt.org.state$>
<$cnt.org.tagline$>
<$cnt.email.type$>
<$cnt.email$>
<$cnt.phone1$>
<$cnt.phone2$>
Contact's Direct Address Contact's Birthday Contact's Anniversary
<$cnt.address.type$>
<$cnt.address$>
<$cnt.city$>
<$cnt.country$>
<$cnt.postal$> <$cnt.state$>
<$cnt.birthdate$>
<$cnt.birthday$> <$cnt.birthmonth$>
<$cnt.birthyear$>
<$cnt.anniversary$>
<$cnt.anniversaryday$> <$cnt.anniversarymonth$>
<$cnt.anniversaryyear$>
Job Title & Role Played
<$cnt.role.played$>
<$cnt.role.title$>

Project & Opportunity Keys

Use these keys to merge data from projects and opportunities in Daylite.

Projects Opportunities
<$project.allContactsAsString$>
<$project.allOrganizationsAsString$>
<$project.assignedTo.contact.name$>
<$project.category.name$>
<$project.completeDate$>
<$project.createDate$>
<$project.currentPipeline.name$>
<$project.currentPipelineStage.name$>
<$project.details$>
<$project.extra1$>
<$project.extra2$>
<$project.extra3$>
<$project.extra4$>
<$project.extra5$>
<$project.extra6$>
<$project.extra7$>
<$project.extra8$>
<$project.extra9$>
<$project.extra10$>
<$project.extra11$>
<$project.extra12$>
<$project.extraDate1$>
<$project.extraDate2$>
<$project.extraDate3$>
<$project.keywordsString$>
<$project.lastNote.name$>
<$project.lastTask.name$>
<$project.lastTimeblock.name$>
<$project.modifyDate$>
<$project.name$>
<$project.nextPendingTask.name$>
<$project.nextPendingTimeblock.name$>
<$project.pendingTasksCount$>
<$project.pendingTimeblocksCount$>
<$project.startDate$>
<$project.statusString$>
<$opportunity.allContactsAsString$>
<$opportunity.assignedTo.contact.name$>
<$opportunity.cachedTotalAmount$>
<$opportunity.category.name$>
<$opportunity.completeDate$>
<$opportunity.createDate$>
<$opportunity.createdBy.contact.name$>
<$opportunity.currentPipeline.name$>
<$opportunity.currentPipelineStage.name$>
<$opportunity.details$>
<$opportunity.dueDate$>
<$opportunity.extra1$>
<$opportunity.extra2$>
<$opportunity.extra3$>
<$opportunity.extra4$>
<$opportunity.extra5$>
<$opportunity.extra6$>
<$opportunity.extra7$>
<$opportunity.extra8$>
<$opportunity.extra9$>
<$opportunity.extra10$>
<$opportunity.extra11$>
<$opportunity.extra12$>
<$opportunity.extraDate1$>
<$opportunity.extraDate2$>
<$opportunity.extraDate3$>
<$opportunity.extraDate4$>
<$opportunity.modifyDate$>
<$opportunity.name$>
<$opportunity.opportunityStateReason.name$>
<$opportunity.opportunityStateString$>
<$opportunity.opportunityStateString$>
<$opportunity.opportunityTypeString$>
<$opportunity.probability$>
<$opportunity.startDate$>
<$opportunity.term.plainTextRepresentation$>

Form Keys

You can make your own merge keys for form fields since they can be anything the user sets as a form field within a form.

The merge keys for a form field are structured as such,

<$form.NameOfFormField$>

Eg., if you have a form field named, Hair Color, the merge key would be, <$form.Hair Color$>

Date formats

There are different formats you can apply to a date merged key. To do this, append the format to the end of the date merged key.

<$rightNow.preferredDateFormat$>

For preferred date format, you can select one of the following:

  • preferredDateFormat
  • preferredMediumDateFormat
  • preferredLongDateFormat
  • preferredLongDateTimeFormat
  • preferredTimeFormat
  • preferredDateTimeFormat

Daylite uses the format specified in your International System Preferences while displaying the date.

How to send external letter templates

After saving your letter template in another application with the merge letters described above you can send merge letters to people in Daylite with the steps below:

  1. Select the person you wish to send the your letter to, or make the letter about
  2. Click Edit > Merge > Merge from another application
  3. Select the application you saved your template
  4. Next to Template select Choose and navigate to your template
  5. Next to Save in select Choose and choose where to save your merged letter
  6. Add a file name and Subject
  7. Choose to either send as Email, to Print or in the Daylite editor for more changes

Note: When using form merge keys, first select the contact that the form is linked to then, select the form you wish to merge within the contact Details pane.


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