See the list below for the values that can be entered into Message Templates for Customers.
The following table lists the data fields that can be entered into the body of an Email Message Template to request specific customer information from the database. Use the message template field as shown in the table. These message template fields can be used when the email message template type is set to Customer or All.
Note: Message templates must be in the following format:
Database Field | Message Template Field |
Customer Template Type | |
CustId | CustId |
CompanyName | CompanyName |
Name | Name |
Address | Address |
Address2 | Address2 |
Address3 | Address3 |
Address4 | {Address4 |
City | City |
State | State |
Zip | Zip |
Country | Country |
Phone | Phone |
PhoneDesc | PhoneDesc |
Fax | Fax |
FaxDesc | FaxDesc |
Mobile | Mobile |
MobileDesc | MobileDesc |
Pager | Pager |
PagerDesc | PagerDesc |
EmailDesc | EmailDesc |
AltPhone | AltPhone |
AltPhoneDesc | AltPhoneDesc |
StateSalesTaxId | StateSalesTaxId |
CreditLimit | CreditLimit |
CreditHold | CreditHold |
Status | Status |
CreatedBy | CreatedBy |
CreatedDate | CreatedDate |
UpdatedBy | UpdatedBy |
UpdatedDate | UpdatedDate |
Salutation | Salutation |
FirstName | FirstName |
MiddleName | MiddleName |
LastName | LastName |
Suffix | Suffix |
Comment | Comment |
PopupNotes | PopupNotes |
CCNumber | CCNumber |
CCDisplayNumber | CCDisplayNumber |
CCExpMonth | CCExpMonth |
CCExpYear | CCExpYear |
CCName | CCName |
CCAddress | CCAddress |
CCPostalCode | CCPostalCode |
PreferredPaymentMethod | PreferredPaymentMethod |
FullAddress | FullAddress |
ARAcntId | ARAcntId |
WebAddress | WebAddress |
DateOpened | DateOpened |
LastCreditReview | LastCreditReview |
OwnershipStyle | OwnershipStyle |
AnnualSales | AnnualSales |
CreditRating | CreditRating |
CreditRatingSource | CreditRatingSource |
ClosingAgeHistory | ClosingAgeHistory |
PriceCode | PriceCode |
TradeDiscountPct | TradeDiscountPct |
InvoiceText | InvoiceText |
Login | Login |
Password | Password |
DefaultReference | DefaultReference |
DefaultReference2 | DefaultReference2 |
AlternateCustomerID | AlternateCustomerID |
MarketingCode | MarketingCode |
BranchID | BranchID |
BranchName | BranchName |
CustomerType | CustomerType |
SalespersonID | SalespersonID |
SalespersonName | SalespersonName |
TaxCodeName | TaxCodeName |
TaxCodeDescription | TaxCodeDescription |
Taxable | Taxable |
TermsCode | TermsCode |
TermsDescription | TermsDescription |
OrderCount | OrderCount |
LastSalesOrderDate | LastSalesOrderDate |
AvgCollectionDays | AvgCollectionDays |
BalDue | BalDue |