Documents sent via email can be templated in a manner to personalize the body of the email. This is done by inserting "placeholder" into a template. These placeholders represent data that will be pulled from the database transaction. An example of a very basic email body as shown below can be constructed for a Sales order Acknowledgement:
Attention Martha,
Please find the attachment which acknowledges our receipt of your order# M10-562. Please review and reply to Sales@Source.as if you find any discrepancies.
Thank, Doug Source Associates
The above content was generated by a template design containing two placeholders shown below:
Attention [Contact],
Please find the attachment which acknowledges our receipt of your order# [CustomerPO]. Please review and reply to Sales@Source.as if you find any discrepancies.
Thanks, [User] Source Associates
The template is defined under File Maintenance - Printing - Document Control.
Available Placeholders are listed below and are case-sensitive:
to show the customer's account number
- [customer]
- [Customer]
to show the customer's name
- [CustomerName]
- [customername]
- [customerName]
to show the contact's name (ordered by from sales orders/sales invoices)
- [Contact]
- [contact]
to show the user's name
- [User]
- [user]
to show the vendor's account number
- [Vendor]
- [vendor]
to show the vendor's name
- [VendorName]
- [vendorname]
- [vendorName]