How To: Add Company UDAs into Email Templates

Setting up Email Message Templates is an Advanced User feature.

Company User-Defined Attributes can be added into Invoice type email templates so the UDA information can be added into the email message.

1. Open an Email Manager screen (show me how).
2. Open an existing Email Template of type INVOICE that you wish to add the Company UDAs to (or create a new Message Template of type INVOICE, see How To: Setup Email Templates).
3. Press Alt+E or click to enter edit mode.
4. Focus on the position in the main body of the message template where you wish the UDA field to appear.
5. Double click on the Company UDA Item tag to add it into the main body of the message template (or you can use the lower button).
6. Select the required UDA from the drop-down list.
7. Click OK.
8. Update the rest of the Email Template including adding the Item Template and the To Follow Item Template into the main body of the message if required.
9. Press Ctrl+S or click to save.

Notes

• The Customer UDAs must be setup before adding the Customer UDA Item tag, see How To: Setup Company UDAs.
  Note: the following UDA types cannot be used with the Company UDA Item tag:
  • Yes / No
  • List
• The UDA must be added to the company record.
• The Company UDA Item is added to the main body of the message template.
• Stock UDAs can also be added into Message Templates, see How To: Add Stock UDAs into Email Templates.