Email Properties - List of Keywords for Each Email Type

Email Properties - List of Keywords for Each Email Type

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This article is part of the Email Properties section.

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Client Email Types



Anticipated Expenditure
Budget Breakdown Report
Budget Recon
Budget Recon Extranet (Client Portal) 
Budget Summary Report
Client Document 
Client Exit Letter
Client Introductory Letter 
Client Notice
DD Mandates Link
Final Reminder
First Reminder 
GC Instant Bank Payment Link
Notice of Intended Action 
Client Request Feedback 
Invoice 
Invoice Extranet (Client Portal)
Statement
Payment Receipt

Keywords for Client Email Types


%CLIENTID%
%ACCOUNTNO%
%CLIENTNAME%
%COLLOQUIALNAME%
%DOCUMENTDESCRIPTION%
%ADDRESS%
%POSTCODE%
%DEVELOPMENTID%
%CLIENTDDMANDATELINK%
%PROPERTYID%
%ENTRYDATE%
%EXITDATE%
%GARAGESPACENO%
%INSURANCEDATEADVISEMENT%
%CLIENTPAYMENTTYPECODE%
%OWNERSELLINGGRACEPERIOD%
%CREATED%
%UPDATED%
%CREATEDBY%
%UPDATEDBY%
%CREDITCONTROLSTATUS%
%INTROPACKSENT%
%ISDELETED%
%FLOATREPAYMENT%
%FLOATREPAID%
%APPCHARGE%
%CLIENTTYPE%
%NOTEINTEREST%
%LASTINVOICEDATE%
%CREDITCONTROLSTATUSDATE%
%FINALNOTICEDATE%
%NOTICEIADAMOUNT%
%DEBTRECOVERY%
%DEBYRECOVERYAMOUNT%
%DRDAMOUNT%
%HANDOVERDELETED%
%LASTBUDGETINVOICEDATE%
%EXCLUDEFROMFEES%
%ALTERNATIVEACCOUNTNO%
%PROPERTYADDRESS%
%PROPERTYPOSTCODE%
%PROPERTYMANAGER%
%PROPERTYMANAGEREMAILADDRESS%
%URN%
%CURRENT USER%
%CLIENTINSTANTPAYMENTLINK%

Document Email Types


This generic email type is used for sending documents from various areas in CPL, such as when sending correspondence from the Letters Documents tab on a client account.

Document - This template does not use any keyword fields.

Estimate Email Types


Estimate Instruction
Estimate Quote Accept
Estimate Quote Document
Estimate Quote Reject
Estimate Request Reminder

Keywords for Estimate Email Types


%CLIENTCONTACTNOTES%
%CLIENTCONTACTTELEPHONE%
%CLIENTCONTACTEMAIL%
%CLIENTCONTACTNAME%
%CONTRACTORADDRESS%
%DEVELOPMENTADDRESS%
%JOBTYPE%
%QUOTEREFNO%
%ESTIMATEREFNO%
%EXPIRYDATE%
%ORDERDATE%
%ESTIMATEDESCRIPTION%
%PROPERTYMANAGEREMAILADDRESS%
%PROPERTYMANAGER%
%CONTRACTORNAME%
%DEVELOPMENTNAME%
%CURRENTUSERNAME%
%CURRENTUSERJOBTITLE%

Work Order Email Types


AsbestosWarning
Cancel Work Order
RAMS Email
Work Order

Keywords for Work Order Email Types


%PROPERTYMANAGERDDINUMBER%
%CANCELLATIONREASON%
%PROPERTYMANAGERDDINUMBER%
%COLLOQUIALNAME%
%JOBID%
%JOBSEQID%
%CLIENTADDRESS%
%PROPERTYADDRESS%
%PROPERTYPOSTCODE%
%PROPERTYLISTEDDESCRIPTION%
%DESCRIPTION%
%ASBESTOSDESCRIPTION%
%SUPPLIERREF%
%SUPPLIERNAME% 
%SUPPLIEREMAIL%
%ORDERNO%
%AGENTCONTACTDETAILS%
%CLIENTCONTACTDETAILS%
%COMPANYCONTACTDETAILS%
%COMPANYNAME%
%DEVELOPMENT%
%BLOCK%
%JOBDATETIME%
%JOBDUEDATETIME%
%ORDERID%
%OFFICE%
%OFFICETELE%
%USERNAME%
%USEREMAIL%
%CURRENTUSEREMAIL%
%PRIORITY%
%AGENTTYPE%
%CLIENTEMAIL%
%CLIENTTEL%
%CLIENTNAME%
%CLIENTACCOUNTNO%
%CLIENTPOSTCODE%
%ACCOUNTHOLDERNAME%
%PLACCOUNTNO%
%AGENTFAX%
%AGENTTEL%
%AGENTADDRESS%
%PROPERTYMANAGER%
%PROPERTYMANAGEREMAILADDRESS%
%ESTIMATEDCOST%
%CONFIRMEDBYUSERDISPLAYNAME%
%CONFIRMTYPE%

Purchase Ledger Email Types


PL Document

Keywords for Purchase Ledger Email Types


%DOCUMENTDESCRIPTION%
%DATEBANKINFORECEIVED%
%DATETERMSANDCONDITIONSDOCSRECEIVED%
%DATEBANKINFOREQUESTED%
%DATETERMSANDCONDITIONSDOCSSENT%
%SUBCONTRACTS%
%CONTRACTOR%
%PAYMENTPOSTCODE%
%POSTCODE%
%STATUS%
%CONTACTNAME%
%BANKACCOUNTNAME%
%BANKNAME%
%INSURANCEEXPIRYDATE%
%EMAILORDERS%
%GRACEDAYS%
%PAYMENTTYPE%
%PAYMENTADDRESS%
%ADDRESS%
%COLLOQUIALNAME%
%ACCOUNTHOLDERNAME%
%PLACCOUNTNO%

Remittance Email Types


PL Email Remit

Keywords for Remittance Email Types


%AMOUNT%
%PLPAYDBN%
%CONTRACTORNAME%
%EMAIL%
%DATEOFPAYMENT%
%TRANSACTIONDESC%
%PAIDBY%


Next Job User Email Types


This email type informs a CPL user that a job has been assigned to them for the next stage.

Next Job User


Keywords for Next Job User Email Types


%STAGENO%
%IJOBCONFIRMTYPEID%
%JOBCOMPLETED%
%ORDERCOMPLETED%
%ARRIVALDATETIME%
%COMPLETEDDATETIME%
%PLACCOUNTCOMMENTS%
%ESTIMATEREQUIRED%
%GCOMPLETEDUSER%
%GCREATEDUSERTASK%
%CREATEDDATETASK%
%GUPDATEDUSERTASK%
%UPDATEDDATETASK%
%TARGETAMOUNT%
%WORKORDERSENT%
%WORKORDERSENTTYPEID%
%BUDGETHEADINGID%
%RAMSRECEIVED%
%RAMSREQUESTED%
%OPENED%
%JOBDATETIME%
%ACTIONED%
%DESCRIPTION%
%CREATEDDATETRANSACTION%
%UPDATEDDATETRANSACTION%
%RAMS%
%JOBDUEDATETIME%
%DEVELOPMENT%%BLOCK%
%CLIENT%
%INSURANCECLAIM%
%CREATEDJOBUSER%
%UPDATEDJOBUSER%
%ESTIMATEREQUEST%
%JOBNUMBERTYPE%
%CYCLICALMAINTENANCETASK%
%DEVELOPMENTAREACODE%
%CYCLICALMAINTENANCEAPPORTION%
%WARRANTYDATE%
%ALLOCATEDUSER%
%JOBCONFIRMATIONTYPE%
%JOBSTATUS%
%PRIORITY%
%PROPERTYMANAGER%
%PLACCOUNT%
%COMPLETEDUSER%
%CREATEDTASKUSER%
%UPDATEDTASKUSER%
%WORKORDERSENTBY%
%BUDGETHEADING%
%APPORTION%
%NEXTUSER%
%CREATEDTRANSACTIONUSER%
%UPDATEDTRANSACTIONUSER%
%SELF%
%CHANGED%

Web User Email Types


Web Proposed Works Vote Confirmation
Client Authorised
Web User Password Reset
Two Factor Authentication PIN

Keywords for Web User Email Types


%WEBUSERNAME%
%EMAILADDRESS%
%ACCOUNTSTATE%
%ACCEPTEDTERMSANDCONDITIONS%
%ACCEPTEDTERMSANDCONDITIONSDATE%
%SURNAME%
%TELEPHONENUMBER%
%LINKEDCLIENTACCOUNTNUMBERS%
%FIRSTVALIDCLIENTNAME%
%FIRSTVALIDCLIENT
ACCOUNTNUMBER%

Client Portal DD Payment Details Email Types


These email types are used to send confirmation to clients who have set up a Direct Debit through the Client Web Portal.

PTX Direct Debit Set Up
PTX Direct Debit Set Up – Variable
PTX Direct Debit Set Up with Elevated Payment

Keywords for Client Portal DD Payment Details Email Types


%CLIENTID%
%ACCOUNTNO%
%CLIENTNAME%
%COLLOQUIALNAME%
%DESCRIPTION%
%ADDRESS%
%POSTCODE%
%DEVELOPMENTID%
%PROPERTYID%
%ENTRYDATE%
%EXITDATE%
%GARAGESPACENO%
%INSURANCEDATEADVISEMENT%
%CLIENTPAYMENTTYPECODE%
%OWNERSELLINGGRACEPERIOD%
%CREATED%
%UPDATED%
%HANDOVERDELETED%
%LASTBUDGETINVOICEDATE%
%EXCLUDEFROMFEES%
%ALTERNATIVEACCOUNTNO%
%PROPERTYADDRESS%
%CREATEDBY%
%UPDATEDBY%
%CREDITCONTROLSTATUS%
%INTROPACKSENT%
%ISDELETED%
%FLOATREPAYMENT%
%FLOATREPAID%
%APPCHARGE%
%CLIENTTYPE%
%NOTEINTEREST%
%LASTINVOICEDATE%
%CREDITCONTROLSTATUSDATE%
%FINALNOTICEDATE%
%NOTICEIADAMOUNT%
%DEBTRECOVERY%
%DEBYRECOVERYAMOUNT%
%DRDAMOUNT%
%PROPERTYPOSTCODE%
%PROPERTYMANAGER%
%PROPERTYMANAGEREMAILADDRESS%
%URN%

Development News Email Types


This email template is used to notify clients about a new News Item available for viewing in the Client Portal.

New News Item

Keywords for Development News Email Types


%CLIENTID%
%CLIENTACCNO%
%CLIENTNAME%
%COLLOQUIALNAME%
%CLIENTEMAILADDRESS%
%DEVNAME%
%PROPERTYADDRESS%
%NEWSTITLE%
%NEWSBODY%

Solicitor Email Types


Solicitor 1 Day After Sale
Solicitor Sale Letter

Keywords for Solicitor Email Types


%NEWCLIENTNAME%
%PENDINGSALEID%
%SALEDATE%
%SOLICITORADDRESS%
%SOLICITOREMAIL%
%SOLICITORNAME%
%VALUEOFSALE%





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