Email Variables

SOLVED

We want to customize our statement emails to include customer name, code, etc.

Can Document Transmittal accept variables?  if so, is there a list of variables?

Thanks

Joe

  • +1
    verified answer

    Hi Joe.

    Set Up Document Transmittal Help has a section Keyword Substitution with the instructions on how to add certain keywords within the subject or body text content of the email. Here is the extract:

    You can add certain keywords within the subject or body text content of the email. For example in the Body Text of an invoice, you might enter: 

    "Invoice # {TranID} - {CustPONo} is completed and now due for payment. The invoice amount of ${TranAmt} is due by {DueDate}." 

    The curly braces ({}) indicate that a substitution needs to take place. If you enter a valid keyword substitution, the substitution happens. Otherwise, the keyword is ignored and is transmitted with the email. The following lists the valid keyword substitutions that are available for Customer Statements:

    Customer Statement
    {ContactName}  {AgeCat1Bal}
    {CustName} {AgeCat2Bal}
    {CustUserFld1} {AgeCat3Bal}
    {CustUserFld2} {AgeCat4Bal}
    {CustUserFld3} {AgeCurntBal}
    {CustUserFld4} {AgeInvcAmt}