Email Letter Templates

Setup multiple letters to be sent out

New Menu Item called "Email Letter Template"

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Add / Edit Email Letter

The Email that is sent out must be embedded into the email with the Description of the Letter for the Header of the email.

Sencha latest version makes use of a text editor, see if we can use that to make up the letters.

This allows formatting and pictures to be embedded.

Placeholders

Placeholders can be added to the templates to be substituted with the values they reference when the email is sent. 
For a piece of text to be identified as a valid placeholder and substitued it needs to be:

• On the same line
• Enclosed in square brackets
• Not contain embedded square brackets
• Less than 100 characters, including spaces and punctuation and excluding the square brackets, in length
• Match one of the placeholders in the table below.  Spaces, punctuation and letter case are ignored. For example [CustomerContactFullName] or [CUSTOMER_CONTACT_FULL_NAME] will match the Customer Contact (Full Name) placeholder. The spaces and punctuation are optional and for readability only. 
  

Placeholders	Substitution	Notes
[Customer Contact (Full Name)] [Full Name of Customer Contact] [Contact Person Name]	The first and last name of the Customer Contact separated by a space.	1, 2
[Customer Contact (First Name)] [First Name of Customer Contact] [Contact First Name]	The first name of the Customer Contact.	1, 2
[Action]	The description of the Action completed for the Action. For example "Check Out"
[Action (Code)] [Code of Action]	The code of the Action completed for the Action. May match the description. For example "Check Out"
[Assets (List)] [List of Assets]	A list of Assets for which the action is completed for. Each item in the list is the Asset Number, followed by a dash and then the Asset Name.
[Asset Names (List)] [List of Asset Names]	A list of the names of the Assets for which the action is completed for.
[Assets (Number)] [Number of Assets]	The number of assets for which the action is completed for.
[Assets (Total Count)] [Total Count of Assets]	The total count of all the assets for which the action is completed for.
[Customer Company (Name)] [Name of Customer Company] [Debtor Name]	The company name of the customer	WIP 1
[Asset Return Date] [Asset Return Date (YYYY-MM-DD)]	The Return Date of the asset in YYYY-MM-DD format	WIP
[Asset Return Date (D/M/YYYY)	The Return Date of the Asset in D/M/YYY format (New Zealand)	WIP
[Asset Return Date Days From/To]	The number of days before or after the return date	WIP

Notes

1. Used in CRM Email Templates also [WIP]
2. For CRM Email Template this placeholder can be substituted by value for the Company Branch contact person depending on the mailing list set up. [TBD]