Email Template Editor

This document provides detailed information on utilizing email placeholders and advanced editing features in the email editor tool. Email placeholders allow for automatic population of text with specific information, while the advanced editor enables more intricate formatting options.

When composing emails, you can make simple text edits such as bold, italics, or underlining using the basic editor. This ensures quick and reliable loading of the email interface.

To streamline text editing, it is recommended to incorporate placeholders wherever possible. These placeholders automatically fill in information like names, dates, invoice numbers, and addresses, reducing the need for manual input.

If you require advanced formatting for a specific email, you can access the "Advanced Editor" by clicking the corresponding icon in the editor toolbar. This third-party editor by tinyMCE offers features like changing font sizes, creating bullet lists, altering font colors, inserting tables, and other advanced formatting options.

Email templates can leverage placeholders through the Insert Placeholder dropdown to extract data from the associated record, minimizing manual data entry. Below is a list of global placeholders and their functions:

• {FirstName}: Displays the First Name of the customer linked to the record.

• {LastName}: Displays the Last Name of the customer linked to the record.

• {Company}: Displays the Company Name of the customer linked to the record.

• {Type}: Displays the Record type (e.g., "Tax Invoice," "Quote") for Sales records.

• {InvoiceNo}: Displays the Record number for Sales records.

• {InvoiceDate}: Displays the Invoice/Quote/Booking Date for Sales records.

• {BranchName}: Displays the Branch assigned to the sales record if Branches are enabled.

• {BranchAddress}: Displays the address of the assigned Branch if Branches are enabled.

• {BranchEmail}: Displays the email of the assigned Branch if Branches are enabled.

Utilizing these placeholders enhances the customization and personalization of your email communications, making them more efficient and effective.

For a comprehensive list of placeholders and their functions, please refer to the original document here.