Templates for documents, emails and placeholders

Moin Moin,

Today the question arose as to where templates for e-mails and documents can be created and how dynamic field data can be integrated there.

Templates for e-mail texts in print layouts

Each print layout in the gFM Business ERP software can have a template for an e-mail text that is automatically used as the e-mail text when the print layout is sent by e-mail. These templates can be found under [Settings > Print layouts > Details] in the fields [E-mail subject] and [E-mail text] can be defined. By clicking on the globe icon, all templates can be specified in all installed languages. Depending on the selected language of the document, the text of the corresponding language is then used when sending.

Placeholders in templates for email texts

All placeholders can be used in the templates for e-mail texts, which are listed under [Settings > Print layouts > E-mail placeholders] have been defined. If a placeholder for a desired field does not yet exist, a new placeholder for any field can also be created in this screen.

Templates for documents in the correspondence module

Under [Correspondence > Templates] can be used to create any number of document templates on the basis of which paper or e-mail documents or serial documents or e-mail newsletters for customers can be created.

Placeholders in document templates

All placeholders listed in the pop-up menu under "Placeholders" can be used in document templates. After selecting a placeholder, it is automatically inserted at the last cursor position in the document or subject.