When creating or editing documents or document templates, AdvisorEngine CRM features a special merge field that allows you insert the current date and/or time in a format of your choosing into the final merged document (or email).

Adding the Date/Time Merge Field

1. From within the document editor, select the Mailings tab.
2. Click Insert Special Field > Date.
3. Select a pre-formatted date/time option from the list (or enter your own into the text box using the letter codes listed below).
Warning!
The available date formats that can be selected are arranged DD/MM/YY, not the US standard of MM/DD/YY. Use the Letter Codes below to build your own date format as needed.
4. Click OK to insert the date/time field into your document. It will display as {DATE} until merged.

Use the Preview Merge Results option to see if the merge field will produce the results you intend.

Editing or Removing the Date/Time Merge Field

To edit the format of the date/time field, right click on the {DATE} entry and choose Field Properties.

To remove the date/time field, right click on the {DATE} entry and choose Delete Field.

Letter Codes Reference

The following letter codes can be used to create custom date and time formats for use with the DATE merge field. Please note that capitalization matters! You can insert whatever punctuation you’d like between the letter codes for additional formatting.

The example column shows the output you would receive on Monday, February 3^rd, 2018 at 4:05:06pm.