Email Macros

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The email macros for each object can be found in the email editor screen when adding a template (some with further drop down options):

 

macrocontext

 

Reorganisedmacros

 

Select Context, ie. cardfile, quote, etc. then select the context macro required.

 

Note: There are macros for CardFiles, Items, Jobs, Projects, Quotes, Purchases, Invoices, Email Passwords and Page Requests.

 

Jim2 supports HTML custom macros for email templates.

 

See here for information on email macros syntax.

 

These are examples of some basic macros:

 

hmtoggle_arrow1General System Context Variables

 

hmtoggle_arrow1Job Specific Context

 

hmtoggle_arrow1 Project Specific Context

 

hmtoggle_arrow1Examples of some date macros, which support having .Month and .Day and .Year at the end

 

hmtoggle_arrow1Additional Macros

 

Further information

Email Overview

Before You begin

Email Security: Overview

CardFiles and Emails

Email Archiving

Email Editor Functions

Email Editor Rules

Email Lists

Email Macros Syntax

Email Preview Pane

Email Rules: Introduction

Email Tags

Add Email Folders and Tags

Email Templates

Email Tokens

Attach Documents to Email

Compose and Send Emails

Create a Job, PO or Quote from Email

Create a Link Within an Email

Drag and Drop Email to Job

Delete an Incorrect Email Address

Delete Multiple Emails

Diagnosing Incoming Email Issues

Diagnosing Outbound Email Issues

Edit Dictionary

Email in Bulk from a List

Email to Multiple Contacts

Failed Emails

Find Missing Emails in Jim2

How Email 'From' Works

Link an Email to Job, PO, Quote, etc.

Other Email Functions

Out of Office Message

Send and Receive Emails

SMS via Email