Email Macros

Back Top Prev Next Print

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:

 

General System Context Variables

{{System.Company}}

{{System.Date}}

{{System.Item.ItemMakeName}}

{{System.Item.ItemModelName}}

{{System.Item.ItemName}}

{{System.Job.JobName}}

{{System.Project.ProjectName}}

{{System.User}}

{{System.User.ContactType=}} – requires the name of the contact type, ie. {{System.User.ContactType=Mobile}}

{{System.User.Department}}

{{System.User.Email}}

{{System.User.JobTitle}}

info

Note: System User is the Primary Contact on the cardfile.

 

Job Specific Context

{{Job.Customer.Address}}

{{Job.Customer.Code}}

{{Job.Customer.Contact}}

{{Job.Customer.Contact Name}}

{{Job.Customer.Country}}

{{Job.Customer.Delivery Address}}

{{Job.Customer.Delivery Country}}

{{Job.Customer.Delivery Postcode}}

{{Job.Customer.Delivery State}}

{{Job.Customer.Delivery Suburb}}

{{Job.Customer.Email}}

{{Job.Customer.Fax}}

{{Job.Customer.FirstName}}

{{Job.Customer.LastName}}

{{Job.Customer.Name}}

{{Job.Customer.Phone}}

{{Job.Customer.Postcode}}

{{Job.Customer.State}}

{{Job.Customer.Suburb}}

 

{{Job.CustRef}}

 

{{Job.DateDue}}

{{Job.DateDueTime}}

{{Job.DateIn}}

{{Job.DateInTime}}

{{Job.DateOut}}

{{Job.DateOutTime}}

 

{{Job.FaultDesc}}

{{Job.From.Address}}

{{Job.From.Code}}

{{Job.From.Contact}}

{{Job.From.Contact Name}}

{{Job.From.Country}}

{{Job.From.Delivery Address}}

{{Job.From.Delivery Country}}

{{Job.From.Delivery Postcode}}

{{Job.From.Delivery State}}

{{Job.From.Delivery Suburb}}

{{Job.From.Email}}
{{Job.From.Fax}}

{{Job.From.FirstName}}

{{Job.From.LastName}}

{{Job.From.Name}}

{{Job.From.Phone}}

Job.From.Postcode}}

Job.From.State}}

Job.From.Suburb}}

 

{{Job.Inv.Desc}}

 

{{Job.Inv.Details.CustAddr}}

{{Job.InvDetails.CustAttn}}

{{Job.InvDetails.CustOrdNo}}

{{Job.InvDetails.ShipAddr}}

{{Job.InvDetails.ShipAttn}}

{{Job.InvDetails.ShipRefNo}}
{{Job.InvDetails.ShipVia}}

{{Job.Item.Code}}
{{Job.Item.Make}}

{{Job.Item.Model}}

{{Job.ItemDesc}}

 

{{Job.JobNo}}

 

{{Job.Name.Address}}

{{Job.Name.Code}}

{{Job.Name.Contact}}

{{Job.Name.ContactName}}

{{Job.Name.Country}}

{{Job.Name.Delivery Address}}

{{Job.Name.Delivery Country}}

{{Job.Name.Delivery Postcode}}

{{Job.Name.Delivery State}}

{{Job.Name.Delivery Suburb}}

{{Job.Name.Email}}

{{Job.Name.Fax}}

{{Job.Name.FirstName}}

{{Job.Name.LastName}}

{{Job.Name.Name}}

{{Job.Name.Phone}}

{{Job.Name.Postcode}}

{{Job.Name.State}}

{{Job.Name.Suburb}}

 

{{Job.OurRef}}

{{Job.Priority}}

 

{{Job.Status}}

 

{{Job.Project.Contract}}

{{Job.Project.CustRef}}

{{Job.Project.DateIn}}

{{Job.Project.DateInTime}}

{{Job.Project.DateOut}}

{{Job.Project.DateOutTime}}

{{Job.Project.Fault.Desc}}

{{Job.Project.InvDesc}}

{{Job.Project.ItemCode}}

{{Job.Project.ItemDesc}}

{{Job.Project.ItemMake}}

{{Job.Project.ItemModel}}

{{Job.Project.Location}}

{{Job.Project.Project Address}}

{{Job.Project.ProjectCode}}

{{Job.Project.Serial}}

{{Job.Project.Type}}

{{Job.Project.WarDateIn}}

{{Job.Project.WarDateInTime}}

{{Job.Project.WarDateOut}}

{{Job.Project.WarDateOutTime}}

 

{{Job.SerialNo}}

{{Job.Ship.Address}}

{{Job.Ship.Code}}

{{Job.Ship.Contact}}

{{Job.Ship.Contact Name}}

{{Job.Ship.Country}}

{{Job.Ship.Delivery Address}}

{{Job.Ship.Delivery Country}}

{{Job.Ship.Delivery Postcode}}

{{Job.Ship.Delivery State}}

{{Job.Ship.Delivery Suburb}}

{{Job.Ship.Email}}

{{Job.Ship.Fax}}

{{Job.Ship.FirstName}}

{{Job.Ship.LastName}}

{{Job.Ship.Name}}

{{Job.Ship.Phone}}

{{Job.Ship.Postcode}}

{{Job.Ship.State}}

{{Job.Ship.Suburb}}

 

{{Job.Status}}

{{Job.StatusDueDate}}

{{Job.StatusDueTime}}

 

{{Job.Type}}

 

 Project Specific Context

{{Project.Contract}}

 

{{Project.Customer.Address}}

{{Project.Customer.Code}}

{{Project.Customer.Contact}}

{{Project.Customer.Contact Name}}

{{Project.Customer.Country}}

{{Project.Customer.Delivery Address}}

{{Project.Customer.Delivery Country}}

{{Project.Customer.Delivery Postcode}}

{{Project.Customer.Delivery State}}

{{Project.Customer.Delivery Suburb}}

{{Project.Customer.Email}}

{{Project.Customer.Fax}}

{{Project.Customer.FirstName}}

{{Project.Customer.LastName}}

{{Project.Customer.Name}}

{{Project.Customer.Phone}}

{{Project.Customer.Postcode}}

{{Project.Customer.State}}

{{Project.Customer.Suburb}}

 

{{Project.Cust.Ref}}

{{Project.DateIn}}

{{Project.DateInTime}}

{{Project.DateOut}}

{{Project.DateOutTime}}

{{Project.FaultDesc}}

{{Project.InvDesc}}

{{Project.Item.Code}}

{{Project.Item.Make}}

{{Project.Item.Model}}

 

{{Project.ItemCode}}

{{Project.ItemDesc}}

{{Project.ItemMake}}

{{Project.ItemModel}}

{{Project.Location}}

 

{{Project.Name.Address}}

{{Project.Name.Code}}

{{Project.Name.Contact}}

{{Project.Name.Contact Name}}

{{Project.Name.Country}}

{{Project.Name.Delivery Address}

{{Project.Name.Delivery Country}}

{{Project.Name.Delivery Postcode}}

{{Project.Name.Delivery State}}

{{Project.Name.Delivery Suburb}}

{{Project.Name.Email}}

{{Project.Name.Fax}}

{{Project.Name.FirstName}}

{{Project.Name.LastName}}

{{Project.Name.Name}}

{{Project.Name.Phone}}

{{Project.Name.Postcode}}

{{Project.Name.State}}

{{Project.Name.Suburb}}

{{Project.ProjectAddress}}

{{Project.ProjectCode}}

 

{{Project.Request.Address}}

{{Project.Request.Code}}

{{Project.Request.Contact}}

{{Project.Request.Contact Name}}

{{Project.Request.Country}}

{{Project.Request.Delivery Address}}

{{Project.Request.Delivery Country}}

{{Project.Request.Delivery Postcode}}

{{Project.Request.Delivery State}}

{{Project.Request.Delivery Suburb}}

{{Project.Request.Email}}

{{Project.Request.Fax}}

{{Project.Request.Firstname}}

{{Project.Request.LastName}}

{{Project.Request.Name}}

{{Project.Request.Phone}}

{{Project.Request.Postcode}}

{{Project.Request.State}}

{{Project.Request.Suburb}}

 

{{Project.Serial}}

 

 

 

 

 

{{Project.Ship.Address}}

{{Project.Ship.Code}}

{{Project.Ship.Contact}}

{{Project.Ship.Contact Name}}

{{Project.Ship.Country}}

{{Project.Ship.Delivery Address}}

{{Project.Ship.Delivery Country}}

{{Project.Ship.Delivery Postcode}}

{{Project.Ship.State}}

{{Project.Ship.Suburb}}

{{Project.Ship.Email}}

{{Project.Ship.Fax}}

{{Project.Ship.FirstName}}

{{Project.Ship.LastName}}

{{Project.Ship.Name}}

{{Project.Ship.Phone}}

{{Project.Ship.Postcode}}

{{Project.Ship.State}}

{{Project.Ship.Suburb}}

 

{{Project.Ship.Postcode}}

{{Project.Ship.State}}

{{Project.Ship.Suburb}}

 

{{Project.Type}}

{{Project.WarDateIn}}
{{Project.WarDateInTime}}

{{Project.Ship.{{Project.WarDateOut}}

{{Project.WarDateOutTime}}

 

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

 

Additional Macros

Under Job, CardFile, Quote, Purchase, Project and Invoice select the first name and the last name of the customer, ie.{{CardFile.FirstName}}, {{CardFile.LastName}}

 

Under Project select warranty in and out dates, contract in and out dates and customer reference, ie. {{Project.WarDateIn}}

 

Further information

Email Overview

Before You begin

Email Lists

Email Rules

Email Templates

Email Editor Rules

Email Archiving

Email Security: Overview

Email Tags

CardFiles and Emails

Email Editor Functions

Email Macros Syntax

Email Preview Pane

Add Email Folders and Tags

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