To make it easier to manage merge fields, you can search for fields and use filters.
Search
- Type the keyword in the search field
- You can search by name, code, help text, placeholder and tooltip
- You will be able to click on categories that contain a search result and view the fields that match your search
- Other categories will be grayed out
- Click on the X in the field to cancel the search
Filtering fields
In the left-hand column, click on the category where you want to filter the merge fields.
At the right side, click the ‘Filter’ icon
- The filter is applied to the category you are in
- You can filter by:
- A keyword in the help text or the field code
- The group
- merge field function
- ‘Archived’ or ‘Active’ status of a field
- Required or not required fields
- Click on ‘Apply’ to apply the filter and display the filtered results
For example, here the merge fields from the category "Client / Prospect" have been filtered to show only the active merge fields that contain the term "cover" in the help text: