
You can create templates that can be selected and applied to their respective Documents. For example, you need templates specific to a Document type i.e. Sales Invoice.
The system contains informative examples. The quickest way to learn how to create a template is to refer to the examples provided in the Email Templates List. Just edit an example to review how they can be setup.
Setup Email Template
Setup > Email Templates > New Template > Choose type
When you create and save a template it will appear in a dropdown list ‘Template:’ located on the email window displayed when you click the ‘Email’ Action on the Customer, Supplier or transaction Document.
- Template Name
- Description
- From
- Reply To
- Subject
- Copy To
- Plain Text
- Free Text
- Free Text
- A Variable i.e. ${company_from_email}
- A Variable i.e. ${company_from_email}
- Free Text, including variables
- A Variable i.e. ${company_from_email}
- Plain Text, probably 'Courier'
Mail Merge Parameters (Variables)
- Parameter Name
- Description
Customers and Suppliers
- ${title}
- ${first_name}
- ${last_name}
- ${customer_login_id}
- ${customer_password}
- ${balance}
- Main contact title
- Main contact first name
- Main contact last name
- Login ID for customer portal
- Password for customer portal
- The account balance
Lead
- ${first_name}
- ${last_name}
- Main contact first name
- Main contact last name
Customer/Supplier Payment
- ${amount_paid}
- ${payment_date}
- ${payment_details}
- The amount paid
- The payment date
- Invoice #, amount per invoice
Documents (Sales Orders/Invoices/Bills etc.)
- ${title}
- ${full_name}
- ${first_name}
- ${last_name}
- ${due_date}
- ${issue_date}
- ${required_date}
- ${balance}
- ${total}
- ${ref_number}
- Customer/Supplier title
- Customer/Supplier full name
- Customer/Supplier first name
- Customer/Supplier last name
- Due date
- Issue date
- Required date
- Balance
- Total
- Reference number
Customer Statement
- ${title}
- ${first_name}
- ${last_name}
- ${ref_number}
- ${start_date}
- ${end_date}
- Customer/Supplier title
- Customer/Supplier first name
- Customer/Supplier last name
- Reference number
- Start date
- End date
Timesheet
- ${week_of}
- Week of date
Company Information (available to all templates)
- ${company_from_email}
- ${company_name}
- ${company_legal_name}
- ${company_address1}
- ${company_address2}
- ${company_county}
- ${company_town_city}
- ${company_zip_code}
- ${company_state}
- ${company_country}
- ${company_fax}
- ${company_phone}
- ${company_email}
- ${company_web}
- ${company_number}
- Company from email
- Company name
- Company legal name
- Company address line 1
- Company address line 2
- Company address county
- Company address town/city
- Company address zip code
- Company address state
- Company address country
- Company address fax
- Company phone number
- Company email
- Company website
- Company number
Personal (Logged in Worker) Info (available to all templates)
- ${personal_email}
- ${personal_first_name}
- ${personal_last_name}
- ${personal_job_title}
- ${personal_office_tel}
- ${personal_mobile}
- ${personal_office}
- ${personal_team}
- Logged in Worker email
- Logged in Worker first name
- Logged in Worker last name
- Logged in Worker job title
- Logged in Worker office tel.
- Logged in Worker mobile no.
- Logged in Worker office name
- Logged in Worker team name
${@partnerRef} for ‘customer ref’ on docs
${@fieldname} for any field on doc (found by looking at the source)