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
Account name Holded
Customer or supplier name
The link to the document on the Customer Portal
Document creation date
Document expiration date
Current month in number (1-12)
Current month in letter (January-December)
Previous month in number (1-12)
Previous month in letter (January-December)
Next month in number (1-12)
Next month in letter (January-December)
Customer or supplier address
Customer or provider city
Postal code of the client or supplier
Customer or provider province
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.