Email Templates
- Output refers to the output of data (reports and templates) from QuickEasy BOS.
- Forms are created and saved as templates, which are then linked to each transaction (e.g. Customer Invoices) or module (e.g. Customer Age Analysis).
- If the forms are emailed, both the email subject line and body can be auto filled from templates.
Email Body Interface
Navigation: Main Menu > Setup > Output Templates > Right click an entry > Edit Email Body
Buttons Explained
| Buttons | Description |
|---|---|
| ↑ ↓ | Navigates to the next or previous email template. |
| Format | Only displayed on the HTML interface. Formats the HTML. |
| HTML | Toggles between the WYSIWYG and HTML interfaces. |
| Save | Saves any changes. |
| Close | Closes the popup. |
Available Data Fields
| [Fields] | Description |
|---|---|
| address | The delivery address that is on the transaction. |
| address_code | The description of the delivery address that is on the transaction. |
| asset_id | The system-generated number for the asset. |
| assign_to_knownas | The familiar name of the user to whom the transaction is assigned. |
| assing_to_name | The full name of the user to whom the transaction is assigned. |
| category | The customer or supplier’s category. |
| company_knownas | The customer or supplier’s trading name. |
| company_name | The customer or supplier’s full name. |
| contact_id_assign | The system-generated number for the user the transaction is assigned to (on the list of contacts). |
| contact_id_entity | The system-generated number for the entity the transaction is assigned to (on the list of contacts). |
| contact_id_person | The system-generated number for the person the transaction is assigned to (on the list of contacts). |
| contact_id_rep | The system-generated number for the rep the transaction is assigned to (on the list of contacts). |
| contact_knownas | The familiar name of the contact person on the transaction. |
| contact_name | The full name of the contact person on the transaction. |
| created_from | The name of the source document if the transaction was copied. |
| credit_term | The credit terms of the customer or supplier. |
| currency | The transaction’s currency. |
| date_due | The due date on the transaction. If the date captions were customised, this field may reflect a different date. |
| date_expires | The expiry date on the transaction. If the date captions were customised, this field may reflect a different date. |
| date_period | The accounting period in which the transaction falls. |
| date_trans | The date of the transaction. |
| deposit_amt | The deposit amount that must be paid. |
| deposit_percent | The deposit percentage that must be paid. |
| description | The description on the transaction. |
| entity | The entity’s brief description that the transaction belongs to. |
| entity_id | The system-generated number for the entity on the transaction. |
| flow_id | The system-generated number for the transaction flow (sequence of transactions that were copied from another). |
| gp_amt | The gross profit amount. |
| gp_percent | The gross profit percentage. |
| note | The note on the transaction. |
| order_no | The order number. |
| project_id | The system-generated number for the project. |
| rep_knownas | The familiar name of the rep listed on the transaction. |
| rep_name | The full name of the rep listed on the transaction. |
| roe_currency_to_local | The rate of exchange from the transaction currency to the local currency. |
| roe_local_to_currency | The rate of exchange from the local currency to the transaction currency. |
| status | The status of the transaction. |
| status_note | The transaction’s status note. |
| total | The transaction’s total. |
| total_cost | The total cost of the transaction (for internal purposes). |
| total_cur | The VAT Exclusive total in the transaction’s currency in numbers. |
| total_cur_text | The VAT Exclusive total in the transaction’s currency in words. |
| total_fixed_cost | The total fixed cost on the transaction (for internal purposes). |
| total_text | The transaction’s total in words. |
| total_vat | The VAT Inclusive total in the local currency. |
| total_vat_cur | The VAT Inclusive total in the transaction currency in numbers. |
| total_vat_cur_text | The Total VAT in the transaction currency in words. |
| total_vat_text | The Total VAT in the local currency in words. |
| trans_header_id | The system-generated number for the transaction. |
| trans_header_id_from | The system-generated number for the source transaction (if the transaction was copied). |
| trans_no | The transaction number. |
| trans_no_version | The transaction’s number and version number. |
| trans_setup_id | The system-generated number for the Transaction Type. |
| trans_ver_no | The transaction’s version number. |
| user_email | The email address of the user who is sending the email. |
| user_first_names | The first names of the user who is sending the email. |
| user_full_name | The full names of the user who is sending the email. |
| user_mobile | The mobile phone number of the user who is sending the email. |
| user_tel | The work phone number of the user who is sending the email. |
| userupdated | The name of the user who last updated the transaction. |
| vat | The VAT amount in the local currency. |
| vat_cur | The VAT amount in the transaction’s currency. |
Editor Section
- The editor block is a text and HTML editor, and users may type any information in the block.
- When the block is clicked, functions appear at the bottom of the block to change the font and alignment.
- Fields on the side can be double-clicked to add them to the text editor.
- Added fields can be moved using cut and paste (Ctrl x / Ctrl v).
- Fields can be deleted using the backspace key.
HTML interface:
