Email Recipients Setup
Order Type | Recipient Code | Recipient |
Order | {PROJECT_MANAGER} | Project Manager(s) tagged to the Order |
{SALES_PERSON} | Sales Person(s) present for the Order | |
{MAIN_CONTACT} | Order Main Contact | |
{BILLING_CONTACT} | Order Billing Contact | |
{SHIPPING_CONTACT} | Order Shipping Contact | |
{RETURN_CONTACT} | Order Return Contact | |
{CREATED_BY} | Created by employee of Order | |
Invoice | {PROJECT_MANAGER} | Project Manager(s) tagged to the Invoiced Order |
{SALES_PERSON} | Sales Person(s) present for the Invoiced Order | |
{MAIN_CONTACT} | Main Contact present for the Invoiced Order | |
{BILLING_CONTACT} | Billing Contact present for the Invoiced Order | |
{SHIPPING_CONTACT} | Shipping Contact present for the Invoiced Order | |
{RETURN_CONTACT} | Return Contact present for the Invoiced Order | |
{CREATED_BY} | Created by employee of the Invoice | |
Deposit | {PROJECT_MANAGER} | Project Manager(s) tagged to the Order for which deposit is made. |
{SALES_PERSON} | Sales Person(s) tagged to the Order for which deposit is made. | |
{MAIN_CONTACT} | Main Contact present in the Order, for which deposit is made. | |
{BILLING_CONTACT} | Billing Contact present in the Order, for which deposit is made. | |
{SHIPPING_CONTACT} | Shipping Contact present in the Order, for which deposit is made. | |
{RETURN_CONTACT} | Return Contact present in the Order, for which deposit is made. | |
{CREATED_BY} | Created by employee of the deposit. | |
Delivery Receipt | {PROJECT_MANAGER} | Project Manager(s) tagged to the Order for which Delivery Receipt being printed. |
{SALES_PERSON} | Sales Person(s) tagged to the Order for which Delivery Receipt being printed. | |
{MAIN_CONTACT} | Main Contact present in the Order for which Delivery Receipt being printed. | |
{BILLING_CONTACT} | Billing Contact present in the Order for which Delivery Receipt being printed. | |
{SHIPPING_CONTACT} | Shipping Contact present in the Order for which Delivery Receipt being printed. | |
{RETURN_CONTACT} | Return Contact present in the Order for which Delivery Receipt being printed. | |
{CREATED_BY} | Created by employee of the order for which Delivery Receipt is being printed. | |
PO | {VENDOR_CONTACT} | Vendor Contact present in the Purchase Order. |
{PO_SHIPPING_CONTACT} | Shipping Contact present in the Purchase Order. | |
{PO_RETURN_CONTACT} | Return Contact present in the Purchase Order. | |
{CREATED_BY} | Created by employee of Purchase Order. | |
Meeting Order | {PROJECT_MANAGER} | Project Manager(s) tagged to the Meeting Order |
{SALES_PERSON} | Sales Person(s)present for the Meeting Order | |
{MAIN_CONTACT} | Main Contact present in the Meeting Order | |
{BILLING_CONTACT} | Billing Contact present in the Meeting Order | |
{SHIPPING_CONTACT} | Shipping Contact present in the Meeting Order | |
{RETURN_CONTACT} | Return Contact present in the Meeting Order | |
{CREATED_BY} | Created by employee of Meeting Order | |
Event | {EVENT_SALES_MANAGER} | Event Sales Manager |
{EVENT_CLIENT_MANAGER} | Event Client Manager | |
{ EVENT_PROJECT_MANAGER} | Event Project Manager | |
{ EVENT_MAIN_CONTACT} | Main Contact of the Event | |
{ EVENT_BILLING_CONTACT} | Billing Contact of the Event | |
{CREATED_BY} | Created by employee Event | |
Card Payment | {PROJECT_MANAGER} | Project Manager(s) tagged to the Order on which payment is done |
{SALES_PERSON} | Sales Person(s)present for the Order on which payment is done | |
{MAIN_CONTACT} | Main Contact on the order on which payment is done | |
{BILLING_CONTACT} | Billing Contact present in the Order on which payment is done | |
{SHIPPING_CONTACT} | Shipping Contact present in the Order on which payment is done | |
{RETURN_CONTACT} | Return Contact present in the Order on which payment is done | |
{CREATED_BY} | Created by employee of Card Payment | |
[Applicable for All type of Orders] | {SELF} | Logged-in Employee |