EDITION: Standard, Enterprise
RESOLUTION
There are several options for using snippet codes or mail merge type fields within emails and email templates in the collection software.
Using the drop-down on the 'Insert snippet code' icon - there are 7 default fields available:
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Customer Statement Link - hyperlink for auto login for customers to access their account, defaulting to the statement page
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Customer Document Link - hyperlink auto login for customers to access their account, defaulting to the document page
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Customer - Customer ID
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Customer Name
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Primary Contact Name - contact name designated as the primary contact in the Account info drop down
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Total Aging - customer account balance in the collection software
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Total Past due - customer past due balance in collection software
On top of this there are links available for all available pages within the customer portal:
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Customer Documents
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Customer Invoices
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Customer Payments
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Customer Contacts
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Customer Contact Information
Examples of how this is displayed can be seen below:
Note: All of these links will work despite if the navigation to the particular page has been disabled. Click here to see how to disable.
The formatting of each snippet code is below with the pipe delimiter separating the snippet code and the default text. The default text is only required with the hyperlink snippet codes and can be manually changed to any default text as shown in examples below:
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{ @CustAccessStmtLink|View Statement }
EXAMPLE - { @CustAccessStmtLink|Click here for online access to your account }
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{ @CustDocLink|View Documents }
EXAMPLE - { @CustDocLink|Click here to upload documents to your account online }
A complete list of all mail merge type snippet codes are below and can be used with the pipe delimiter to add default text if the data field is empty or not used. Any/all of the below snippet codes can be used in the subject of any emails (manual or auto emails) along with included anywhere in the body of an email in the collection software:
Click here for a listing of Tagged Invoice Snippet codes and instructions for use
CUSTOMER DATA FIELDS
{CompanyID} - Company ID
{CustName} - Customer Name
{CustID} - Customer ID
{CustAcctKey} - Customer Account Number
{CurrID} - Home Currency - Currency ID
{CreditLimit} - Credit Limit
{AvailableCredit} - Available Credit
{PercentofCreditUsed} - Percent of Credit Used
{CreditHold} - Credit Hold
{PmtTermsID} - Payment Terms ID
{SperName} - Sales Person Name
{ContactName} - Contact Name
{Reference} - Reference
{OverCurrent} - Cumulative value providing a total of invoices not yet due
{Over1} - Over 30 Days Past Due (Site Options - Set as Default Value)
{Over2} - Over 60 Days Past Due (Site Options - Set as Default Value)
{Over3} - Over 90 Days Past Due (Site Options - Set as Default Value)
{TotalAge} - Total Aging
{AgeCurrent} - Total value of open Accounts Receivable excluding past due balances and future aging representing the total amount of invoices that are within credit terms
{Age1} - Age 30 Days Past Due (Site Options - Set as Default Value)
{Age2} - Age 60 Days Past Due (Site Options - Set as Default Value)
{Age3} - Age 90 Days Past Due (Site Options - Set as Default Value)
{Age4} - Age 120 Days Past Due (Site Options - Set as Default Value)
{AgeFuture} - Future Due Balances
{LateAgeTotal} - Customer Account Aging and Invoice Totals
{LateOverCurrent} - What is Current based upon Due Date
{LateAgeCurrent} - What is Current based on Tran Date
{LateAge1} - Due Age 30 (Site Options - Set as Default Value)
{LateAge2} - Due Age 60 (Site Options - Set as Default Value)
{LateAge3} - Due Age 90 (Site Options - Set as Default Value)
{LateAge4} - Due Age 120 (Site Options - Set as Default Value)
{LateAgeFuture} - Due Age Future
{LateOver1} - Late Days Over 30 (Site Options - Set as Default Value)
{LateOver2} - Late Days Over 60 (Site Options - Set as Default Value)
{LateOver3} - Late Days Over 90 (Site Options - Set as Default Value)
{CustUDF1} - Custom UDF Field 1
{CustUDF2} - Custom UDF Field 2
{CustUDF3} - Custom UDF Field 3
{CustUDF4} - Custom UDF Field 4
{CustUDF5} - Custom UDF Field 5
{CustUDF6} - Custom UDF Field 6
{CustUDF7} - Custom UDF Field 7
{CustUDF8} - Custom UDF Field 8
{CustUDF9} - Custom UDF Field 9
{CustUDF10} - Custom UDF Field 10
{CreditUserName} - Credit User Name
{LastPmtDate} - Last Payment Date
ASSIGNED USER DATA FIELDS
{AssignedUserName} - UserName
{AssignedUserEmail} - EmailAddr
{AssignedUserAddr1} - AddrLine1
{AssignedUserAddr2} - AddrLine2
{AssignedUserAddr3} - AddrLine2
{AssignedUserAddr4} - AddrLine4
{AssignedUserAddr5} - AddrLine5
{AssignedUserCity} - City
{AssignedUserState} - StateID
{AssignedUserPostalCode} - PostalCode
{AssignedUserCountry} - CountryID
{AssignedUserPhoneNum} - Phone
{AssignedUserPhoneExt} - PhoneExt
{AssignedUserFaxNum} - Fax
{AssignedUserFaxExt} - FaxExt