Useful special codes

"Attention Company Name" or "Hi Fname Lname"

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 )

Time Fields - Time@AMPM etc

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 from Date - Date@DayOfWeek, Today etc

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

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

Sending User (person who sent the email) - "$"

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

Global symbols that can be used anywhere regardless of what is being sent - "="

[=symbol] will look for a configuration entry with ‘symbol’ (Admin>config>Symbols config) Users can invent symbols and maintain them. They are per host company - however if a franchisee does not have a value the franchisor symbol will be found.

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Example of use

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We can add symbols you require:

[#symbol]

will look for a Session Temp Value (requires programming) - a value that is related to your current login

[property]

assuming no Field is found with name property, will try to reflect that property from the business object (a standard c# property)

examples

Tour Disclaimer

Tour Booking has a link to a tour definition - which has a disclaimer. Tour booking has a property called "disclaimer"

Tour Season

Tour Booking has a link to Season which has a text field. Use '[SeasonalMessage]' to include this message in an email linked to a Tour Booking

Here is the seasonal configuration ( Admin > General > Seasons ) and how to use it. Note that seasonal dates cannot overlap. To change a message - delete it and create a new one

Lookups using $symbol

[$symbol]

will look at the HostActivity for symbol.  Useful if you want emails to come from the logged in user.

Complex Query Results

Complex Queries can be the result of a single symbol

• an example of a complex query result is [InspectorOverview] when used with ERP.PropertyInspection - provides a list with details for an inspector of their inspections for the week.

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