data token for email template

SUGGESTED

I was wondering if there is a way to create a new data token?  If so, I was hoping to create a data token to change the Bill Date to July 1, 2020 format rather than the default 7/1/2020 format.  When emailing my bills, the email template shows Bill Date as 7/1/20.  I then have to delay my emails in outlook to modify the date to July 1, 2020.  This a more professional preference by our attorneys.  Any assistance would be greatly appreciated.

Thank you

Kelley

  • 0

    You cannot create new tokens, but I believe you can right click on the date in the bill layout and change the format to the one you prefer

  • 0 in reply to Caren2

    Thank you Caren2.  We have our bill date in our bill layout as FULL (July 1, 2020 format) but the [Bill Date]  data token only does the 7/1/20 format.  Would love to be able to select FULL for that by right clicking but I have not found any options to revise the [Bill Date} format.

  • 0 in reply to KelleyP

    Would be happy to take a quick look at no charge. 

  • 0
    SUGGESTED

    , this is just a guess, but I think the format may be coming from your Windows Regional Settings re: short dates.  Just checked my machine, and none of the alternatives will do the long date. But you can test this theory by choosing something different in the Windows setting, rebooting and running a bill to see what you get. Once you see the results, you can change it back, or to whatever you prefer.

    If it means that much to the firm, I would not use a token at all, but just manually edit the date in the template to text before you start your billing for that day.  That way you will only make one edit, rather than having to edit each email.

    Moreover, the attorneys should be made to understand that their insistence on this will open up the workflow to the possibility for more human error.  IMHO, as an attorney, they are obsessing a bit too much about this, but that's okay.  It's not my decision to make, it is theirs.  As I often say, "it's not my name on the letterhead, or on the bank account, or on the malpractice policy."  So it's not my call.  I can only advise you as to the pros, cons and costs of a particular methodology. Grin

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • 0 in reply to Nancy Duhon

    Hi Nancy,

    Thank you for the suggestion.  I will look into my Windows settings.  It could be that but I also appreciate the suggestion for changing the date in the email template rather than using the data token.  One change is definitely better than multiple.  

    Thank you again!

    Kelley

  • 0 in reply to Caren2

    Thank you again! I will get back to you if I am not able to find a suitable solution.