Email templates

Right-click an email address (or email group) to see the menu option: Send Email Template

Select that option to see a pop-up form: Select Email Template

Right-click the form for these menu options:

• Add > create string field for template name

• Edit Subject

• Edit Body (must have some placeholder text to be saved)

• Edit Query (optional)

• Rename > edit string field for template name

• Delete

Right-click on the list of Templates to add/edit Templates.

ADD DATA from Fields (context dependent)

Tags can be inserted in the text of the Subject and Body that will be replaced.

The tags use the format <TableName.FieldName> (Examples: <Project.ID>, <Contact.FirstName>).

For custom numeric formatting of values, add a colon followed by a custom format string after the fieldname (Example: <Project.Date2:M/d/yy>).

The three tables available are Project, Business and Contact.

Some tables may not be available if there is no context, for example if you send an Email Template from the Business form when right-clicking a Business email, then the Project and Contact tables are not related and will not be populated.

ADD DATA from Queries

There is also a Query that can be stored to get related data. The Query can also contain tags referencing one of the available tables.

After those tables are processed and the Query tags have been replaced, the query will be run and tags can be used to pull information from the query using <Query.FieldName> (Example: <Query.ProjectManager>)

Example:

Create an email template called “Bid Submission” or something similar

1. Edit the Subject and add the following:

   Open

   

    

2. Edit the Body and add the following:

   Open