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See Also Correspondence explained

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Note
titleUseful special codes

Useful special codes

To get day of the week for any date add @DayOfWeek - [OrderDate] becomes [OrderDate@DayOfWeek] and the result will be "Thursday"

When the system is sending to a Creditor or Debtor it could be a company or a person. [Visitor.EmailSalutation] results in

  1. For a company = "Attention - Company name" or "Attention - Contact Name"
  2. For a person = "Hi FirstName" (note that the Hi can be changed to Dear or another salutation )

When using any time field - example [Time] - you can specify the property of the result as follows

  1. [Time@TimeAMPM] - will result in am or pm
  2. [Time@Time24] - will result in a 24 hour time
  3. [Today@LongDate] - will result in day of week, month, day, year = Tues 15th February 2016
  4. [fieldname@property] Finds a Field called "Fieldname" and then a property such as Time24, DayOfWeek etc within that field - example "InspectionTime@time24 = 13:02
    1. Properties:, dayofweek, time, time24

Day of week - when using a date that you want a day of week - eg [EventDate] 

  1. [EventDate@DayOfWeek] - will show day of the week.  
  2. Ie: [EventDate@DayOfWeek], [EventDate] will render - Tuesday, 17/05/2016

Tags that do not need a field

  1. [ Today] will return todays date and so will [ Now ]
  2. [ Today+1 ] will give tomorrow - etc using +number of days or - number of days

For current user (all details) - list of fields - identified as $

  1. - ie [ $ChildEntity.FirstName ] - child entity = child of employee currently logged in - ie the person
  2. ie Host Company of Employee = [ $ParentEntity.Name ] = as host company is the parent of the employee

[=symbol] will look for a configuration entry with ‘symbol’ (Admin>config>Symbols config) Users can invent symbols and maintain them

We can add symbols you require:

  • [#symbol] will look for a Session Temp Value (requires programming)
  • [property] – assuming no Field is found with name property, will try to reflect that property from the business object (a standard c# property)
    • example - Tour Booking has a link to a tour definintion - which has a disclaimer. Tour booking has a property called "disclaimer"
  • [$symbol] will look at the HostActivity for symbol.  Useful if you want emails to come from the logged in user.

 

  1. Body of the email
    1. Text Tab

      1. If you would like to send text only emails then enter the body text of the email here. This text will only be used in the email if there is no HTML text.  

      2. The text can include symbols that will be replaced with data from the entity associated with the email.

      3. Text tab is used for sms

    2. HTML Tab

      1. This is where you will normally enter the body text of the email. 

      2. The editor for this field has limited formatting ability. If you require more formatting than offered by the editor then you can edit the text in an external html editor and then paste the result here. 

      3. Alternatively, you can edit the html code by using the button at the right of the editor tool bar.

      4. The HTML text can include symbols that will be replaced with data from the entity associated with the email (see Symbol Substitution below).

    3. Syncronise Text with HTML checkbox
      1. If this is ticked then the text portion of the HTML tab, without the HTML tags, will be copied to the Text tab.
  2. Apply Standard Footer
    1. If this is ticked then the Host Company standard footer will be appended to the body text of the email (Administration menu, Host Company (your business/s), select the relevant host company, Web Customisation tab).
    2. Note: Symbol substitution cannot be used in the standard footer, except that [msg.FromDisplay] will be replaced with the 'Display as' name.

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If you define your email in a html editor and then export the html you can load it up into the system


Email Templates usages

Email templates can be setup for different usages / context / recipient roles - example order confirmation.

The same configuration may trigger a different template depending on the tag used.  For example below email confirmations uses a different template depending on the tag trigged by the situation.  Where you want to have different email templates triggered in the same situation based on rules in the system - talk to us and we will setup a new tag

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