Customer Fields for Message Templates

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.

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}}
Email {{Email}}
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}}

Posted in Email - Last modified on April 24, 2013Brian Sweat
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