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Adding data fields to Email Templates

Updated over 2 months ago

You can edit Email Templates to included selected fields from the database as follows:
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  1. Via the main menu select, System, Email, Templates

  2. Select the applicable email template you wish to edit

  3. Click Edit

  4. Click on Add Field

  5. Select which data field you wish to add.

    1. This adds a field code, e.g. [[Supplier.Code]], at the bottom of the template.
      Select/highlight the field code including the brackets,

    2. then cut and paste the field code into the required location on the template. This can include the Subject line if required

  6. Click Save
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Once you have applied it - it is probably worth testing it on on just one document/transaction first to ensure it appears as required and adjust it by editing it again if necessary.

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