How To: Add Stock UDAs into Email Templates

Setting up Email Message Templates is an Advanced User feature.

Stock 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 Stock 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 either the Item Template or the To Follow Item Template fields where you wish the UDA field to appear.
5. Double click on the Stock UDA Item tag to add it into either the Item Template or the To Follow Item Template fields (or you can use the adjacent 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.
9. Press Ctrl+S or click to save.

Notes

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