Dynamic words are used to automate the editing of your messages with the data already present in your user account, such as the name of a contact or the type of document.
What are the available dynamic words
Word | Refers to |
[accountname] | Account name Holded |
[username] | Username Holded |
[contactname] | Customer or supplier name |
[docnum] | Document number |
[doctype] | Document Type |
[doclink] | The link to the document on the Customer Portal |
[docdesc] | Document description |
[subtotal] | base |
[total] | Total |
[date] | Document creation date |
[due date] | Document expiration date |
[currentmonth] | Current month in number (1-12) |
[currentmonthname] | Current month in letter (January-December) |
[previousmonth] | Previous month in number (1-12) |
[previousmonthname] | Previous month in letter (January-December) |
[nextmonth] | Next month in number (1-12) |
[nextmonthname] | Next month in letter (January-December) |
[currentyear] | Current year |
[previousyear] | Previous year |
[nextyear] | Next year |
[address_street] | Customer or supplier address |
[address_city] | Customer or provider city |
[address_cp] | Postal code of the client or supplier |
[address_province] | Customer or provider province |
[address_country] | Customer or supplier country |
A handy application of dynamic words is when composing the text of your email templates . Instead of leaving an empty space and editing the data each time, you can simply write the following:
' Hi, [name], I'm sending you [doctype] [docnum] for [total]. Remember that it is due on the date [duedate] '.
The system will detect the related data and use it to populate the document automatically, as long as they data is present.