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Jim2® Business Engine Help File

You will find the email macros for each object when adding a template (some with further drop-down options):

 

Reorganised macros

 

Select Context, ie. card file, quote, etc., then select the context macro you require.

 

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}}

 

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}}

 

These are examples 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}}

 

Additional Macros

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

 

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

 

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

 

Jim2 supports HTML custom macros for email templates.

 

Further information:

Basic Email Macros

Email Macros Syntax

Create a Default Email Template

Create an Email Template

Set up and Use Random Email Templates

Use Email Templates