The following template types are available (these are hard-coded and not user definable):
Tokens of the form {table.field} can be included in the email; these are replaced with the appropriate value. For example, {ar_cust.rcm_name} will be replaced with the customer name.
Field | Description |
Type | The type of email template. This indicates where this template is used in the software |
Template | A code to identify the template. |
Description | A description of the template. Coins ERP+ shows this on the Template dropdown that allows users to select which template to use when emailing a document. |
Subject | Enter the subject of the email template. This will be used as the subject of the emails that are sent. It can contain Coins ERP+ field names (in the format {table.field}), which will be replaced with the appropriate values when the email is sent; for example, {ar_invoice.rin_inv} would be replaced by the relevant invoice number. |
Message | The content of the message. The message content field uses the HTML field editor, allowing you to use formatting such as bold, underline, colour and different text sizes. The template can include tokens for fields from the Coins ERP+ database, in the form {table.field}, which are replaced with the correct value when the email is generated. |