Happiness's avatar
Happiness
Cover User
12 years ago
Status:
Done

Email: Ability to set variable fields [Name]

You can set the default email message for sending out statements, quotes, etc., but what we need is a way to insert fields, so that the emails can work like a mail merge.  E.g."Dear [[Name]]", where [[Name]] would automatically be replaced with that company's contact's name, which would be stored in the MYOB database.

 

One of the problem with the generic emails that we currently send out, is that they sometimes look like spam (to the recipient's spam filtering software and sometimes to the recipient themselves).

 

Could also be useful if you could use fields in the default email subject also.

 

(We're using AccountRight Premier 19).


"Fields in default email"

default email
fields
Mail merge
Setup
  • Steven_M's avatar
    Steven_M
    Former Staff
    5 years ago
    Status changed:
    Open
    to
    Done

    Hi Everyone


    With the release of AccountRight 2020.3, the following email variables can be used on sale based email messages by adding to it to the default message:

     

    • {{your_business_name}}
    • {{your_business_email}}
    • {{your_trading_name}}
    • {{your_business_phone}}
    • {{your_business_website}}
    • {{customer_full_name}}

      {{customer_first_name}}

    • {{customer_business_name}}
    • {{invoice_number}}
    • {invoice_total_amount}}
    • {{invoice_amount_due}}
    • {{invoice_date_of_issue}}
    • {{invoice_due_date}}
    • {{purchase_order}}
    • {{foreign_currency_code}}

  • JohnFLO's avatar
    JohnFLO
    3 years ago

    Hi

    Why arent there more email variables such as ship via or promised date or customer at delivery address 

    In Account edge you can have multiple templates and far more variables

    When is Account Right going to catch up? By being forced to use Account Right we are going back 10 years

  • lifestylee's avatar
    lifestylee
    3 years ago

    Is there an email variable for "Ship via" in Account Right 2022.5.1 ? there used to be and it seems to have disappeared and was really helpful!