Mail merge fields not merging the correct information for Extra Fields or Extra List items

This support note applies to:

AO Document Manager (AU)
AO Document Manager (NZ)
AE Document Manager (NZ)
AE Document Manager (AU)

Article ID: 34595

In MYOB Document Manager when performing a mail merge you may experience that the information merged for Extra Fields or Extra Lists may not be correct.

This occurs when a template includes an Extra Field or Extra List that is prefixed with a number, for example 010 Bpay Code.

To resolve this issue you need to ensure all Extra Fields and Extra Lists are prefixed with an alpha character.

For details on how to edit an Extra Field or Extra List, refer to one of the following:

MYOB INTERNAL STAFF ONLY

Internal Notes

PR: 11988176817

A similar problem exists in AE Practice Manager - refer to Error ‘Invalid Merge Field’ when performing a mail merge which contain extra fields or lists