Editing email templates

As of version 6.12 you are able to modify the templated emails that get sent from Briefcase.

You can do this by going to the settings area, selecting the team who’s email templates you’d like to modify and navigating to the Estimates, Purchases or Invoices tab.

The default subject line and email content will appear. You can make any required changes in the text areas. These will apply to any new emails that are generated.

Below we have listed some additional fields that you may want to show on the template:

Estimate

Kind <<Estimate::kind>>
Estimate Number <<Estimate::estimateNumber>>
Estimate Description <<Estimate::description>>
Date Entered <<Estimate::dateEntered>>
Author <<Estimate::user_fullName>>
Job Number <<Estimate::job_jobNumber>>
Job Title <<Estimate::job_jobTitle>>
Order Number <<Estimate::clientOrder>>
Company Name <<Estimate::company_name>>
Contact <<Estimate to Contact::fullName>>
Address <<Estimate to Company to CompanyDetail::calc_ui_address>>
Footnotes <<Estimate toEstimateDetail::foonotes>>

 

Template: Request for Order

Kind <<Purchase::kind>>
Request Number <<Purchase::purchaseNumber>>
Request Title <<Purchase::description>>
Request Scope <<Purchase to PurchaseDetail::scope>>
Request Specification <&ltPurchase to PurchaseDetail::calc_ui_specifications>>
Request Footnotes <<Purchase to PurchaseDetail::footnotes>>
Date Entered <<Purchase::dateEntered>>
Author <<Purchase::user_fullName>>
Job Number <<Purchase::job_jobNumber>>
Job Title <<Purchase::job_jobTitle>>
Order Number <<Purchase::clientOrder>>
Company Name <<Purchase::company_name>>
Contact <<Purchase to Contact::fullName>>
Address <<Purchase to Company to CompanyDetail::calc_ui_address>>

 

Template: Purchase Order

Kind <<Purchase::kind>>
Purchase Number <<Purchase::purchaseNumber>>
Purchase Title <<Purchase::description>>
Purchase Scope <<Purchase to PurchaseDetail::scope>>
Purchase Specification <&ltPurchase to PurchaseDetail::calc_ui_specifications>>
Purchase Footnotes <<Purchase to PurchaseDetail::footnotes>>
Date Entered <<Purchase::dateEntered>>
Author <<Purchase::user_fullName>>
Job Number <<Purchase::job_jobNumber>>
Job Title <<Purchase::job_jobTitle>>
Order Number <<Purchase::clientOrder>>
Company Name <<Purchase::company_name>>
Contact <<Purchase to Contact::fullName>>
Address <<Purchase to Company to CompanyDetail::calc_ui_address>>

 

Invoice

Kind <<Invoice::kind>>
Invoice Number <<Invoice::invoiceNumber>>
Invoice Description <<Invoice::description>>
Date Entered <<Invoice::dateEntered>>
Date Due <<Invoice::dateDue>>
Author <<Invoice::user_fullName>>
Job Number <<Invoice::job_jobNumber>>
Job Title <<Invoice::job_jobTitle>>
Order Number <<Invoice::clientOrder>>
Company Name <<Invoice::company_name>>
Contact <<Invoice to Contact::fullName>>
Address <<Invoice to Company to CompanyDetail::calc_ui_address>>
Subtotal <<Invoice tm InvoiceItem::sum_currencyAmount>>
Discount <<Invoice tm InvoiceItem::sum_currencyDiscount>>
Tax Type <<Invoice to Tax::taxName>>
Tax amount <<Invoice tm InvoiceItem::sum_currencyTax>>
Total <<Invoice tm InvoiceItem::sum_currencyTotal>>
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