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

{{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.

 

hmtoggle_arrow1Job 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}}

 

hmtoggle_arrow1 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_arrow1HappenPay Macros

Invoices {{Invoice.HappenPayByLink}}

Proforma Invoices {{Job.HappenPayByLink}}

Statement {{CardFile.HappenPayByLink}}

 

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

{{Project.Job.Bill Date}}

{{Project.Job.Date In}}

{{Project.Job.Date Due}}

{{Project.Job.Read Date}}

{{Project.Job.Previous Job.Bill Date}}

{{Project.Job.Previous Job.Date In}}

{{Project.Job.Previous Job.Date Due}}

{{Project.Job.Previous Job.Date Out}}

{{Project.Job.Previous Job.Read Date}}

{{Project.Job.Next Job.Bill Date}}

 

hmtoggle_arrow1Additional 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

Before You begin

CardFiles and Emails

Email Lists

Email Macros Syntax

Email Preview Pane

Email Tokens

How Email 'From' Works

Other Email Functions