Table des matières
Keywords
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You can use keywords not only in the body of standard messages, but also in the subject of the latter.
Generic keywords
They are available for all messages:
- %DT_SYS%: system date (“DD/MM/YYYY”)
- %MM/YYYY%: system date (“MM/YYYY”)
- %MM/YY%: system date (“MM/YY”)
Keywords regarding the company:
- %SOC_RAISON%: Company name
- %SOC_TELBUR%: Telephone
Keywords regarding the logged in user:
- %USR_NAME%: user name
- %USR_PRENOM%: first name
- %USR_TELBUR%: office phone
- %USR_GSMBUR%: GSM office
- %USR_NOMAPP%: apparent name
- %USR_FONCTION%: function
- %USR_MAILBUR%: office email
Keywords contacts
You can use the following keywords in contact template messages:
- %CONTACT_NAME%: last name (can also be used in the subject of the message)
- %PRENOM_CONTACT%: first name (also usable in the subject of the message)
- %RAISON_SOCIALE%: company name (can also be used in the subject of the message)
- %SECTOR_PRO%: professional sector
- %CONTACT_FUNCTION%: contact function
- %NUMERO_TVA%: VAT number
- %NUMERO_ENTREP%: company number
- %CODE_APE%: APE code
- %DEVISE_CONTACT%: currency of the contact
- %USDEF_LIB_1% to 5: user labels 1 to 5
- %USDEF_NUM_1% to 5: user numerics 1 to 5
- %USDEF_BOO_1% to 5: user boolean indicators 1 to 5
- %USDEF_DATE_1% to 5: user dates 1 to 5
- %USDEF_CBO_1% to 5: user combo 1 to 5 (number)
- %USDEF_CBOLIB_1% to 5: user combo 1 to 5 (label)
- %CATEGORY_1% to 20: user category 1 to 20
- %CIVILITE_LONG%: long civility, e.g. “Mr. and Madam”
- %CIVILITE_LITT%: literary civility, e.g. Sir, Madam (for the beginning of a letter or polite expression)
- %CIVILITE_COURT%: short civility, e.g. Mr and Mrs
- %ADRESSE_1_DOM%: line 1 of the address
- %ADRESSE_2_DOM%: line 2 of the address
- %ADRESSE_1_2_DOM%: concatenation on two lines of lines 1 and 2 of the address
- %CODE_POSTAL_DOM%: postal code
- %VILLE_DOM%: city
- %PAYS_DOM%: country
- %TEL1_DOM%: tel 1 contact staff
- %TEL1_DOMBUR%: tel 1 contact staff, professional if not specified
- %TEL2_DOM%: tel 1 contact staff
- %TEL2_DOMBUR%: tel 1 contact staff, professional if not specified
- %EMAIL_DOM%: personal email of the contact
- %EMAIL_DOMBUR%: personal email of the contact, professional if not specified
- %CTSUIVI_PAR%: user code that tracks the contact
- %CTSUIVI_PAR_APPARENT%: Apparent name of the user following the contact
- %CTSUIVI_PAR_NOM%: Name of the user who follows the contact
- %CTSUIVI_PAR_PRENOM%: First name of the user following the contact
- %CTSUIVI_PAR_TEL%: Phone of the user following the contact
- %CTSUIVI_PAR_MAILBUR%: Professional email of the user who follows the contact
The same goes for professional values:
- %CIVILITE_LONG_BUR%
- %CIVILITE_LITT_BUR%
- %CIVILITE_COURT_BUR%
- %ADDRESS_1_BUR%
- %ADDRESS_2_BUR%
- %ADDRESS_1_2_BUR%
- %CODE_POSTAL_BUR%
- %CITY_BUR%
- %PAYS_BUR%: country
- %TEL1_BUR%: tel 1 contact professional
- %TEL1_BUR%: tel 2 contact professional
- %EMAIL_BUR%: professional email of the contact
- %EMAIL_BURDOM%: professional email of the contact, personal if not specified
Keywords actions
For standard messages that relate to an action, you can use the following keywords:
- %LIBELLE_ACTION%: action wording
- %LIEU_ACTION%: location of the action
- %DETAILS_ACTION%: the details of the action (the comment area)
- %SUIVI_PAR%: user code to which the action is assigned
- %SUIVI_PAR_APPARENT%: Apparent name of the user to whom the action is assigned
- %SUIVI_PAR_NOM%: Name of the user to whom the action is assigned
- %SUIVI_PAR_PRENOM%: First name of the user to whom the action is assigned
- %SUIVI_PAR_TEL%: Phone of the user to whom the action is assigned
- %SUIVI_PAR_MAILBUR%: Professional email of the user to whom the action is assigned
- %DT_DEBUT_ACTION%: start date
- %HR_DEBUT_ACTION%: start time
- %DT_FIN_ACTION%: end date
- %HR_FIN_ACTION%: end time
- %DH_ACTION_PEC%: date time the action was taken into account
- %DH_ACTION_TERMINEE%: date time action completed.
- %DT_REAL_ACTION%: date of completion
- %HR_REAL_ACTION%: completion time
- %PRIO_ACTION%: action priority
Keywords interventions
For standard messages that relate to an intervention, you can use the following keywords:
- %NUM_PIECE%: part number
- %DT_INTER_DBT%: intervention date
- %HR_DBT%: Start time
- %HR_FIN%: End time
- %LIB_INTER%: wording of the intervention
- %DETAILS_INTER%: intervention details
- %DEMANDEUR_INTER%: requester of the intervention
- %SUR_SITE%: yes or no depending on whether the intervention is on site or not
- %CD_PRODUIT%: possible product code of the intervention
- %STATUT_INTER%: status of the intervention (Completed, In progress, To be continued)
- %INT_USDEF_LIB_1% to 5: user labels 1 to 5
- %INT_USDEF_NUM_1% to 5: user numerics 1 to 5
- %INT_USDEF_IND_1% to 5: user boolean indicators 1 to 5
- %INT_USDEF_DATE_1% to 5: user dates 1 to 5
- %INT_USDEF_CBO_1% to 5: user combo 1 to 5 (number)
- %INT_USDEF_CBOLIB_1% to 5: user combo 1 to 5 (label)
- %DT_PROCH_INTER%: date of the next intervention
- %LIB_PROCH_INTER%: next intervention wording
- %SOCIAL_RAISON%: social name of the contact linked to the intervention
- %NOM_COMPLET_CONTACT%: full name of the contact linked to the intervention (First name + last name)
- %ADRESSE_COMPLETE_DOM%, %ADRESSE_COMPLETE_BUR%: complete home or office address (address line 1 + postal code + city
- %ADRESSE_COMPLETE_DOMBUR%, %ADRESSE_COMPLETE_BURDOM%: complete home address (or office if not provided) or office (or home if not provided) (address line 1 + postal code + city
- %TEL1_DOM%: tel 1 home of the contact
- %TEL1_BUR%: tel 1 contact office
- %TEL2_DOM%: personal tel 2 of the contact
- %TEL2_BUR%: tel 2 contact professional
- %TEL1_DOMBUR%: tel 1 home of the contact, office if not specified
- %TEL1_BURDOM%: tel 1 contact office, home if not specified
- %TEL2_DOMBUR%: personal tel 2 of the contact, professional if not specified
- %TEL2_BURDOM%: tel 2 contact professional, personal if not specified
- %SUIVI_PAR%: user code to which the action is assigned
- %SUIVI_PAR_APPARENT%: Apparent name of the user to whom the action is assigned
- %SUIVI_PAR_NOM%: Name of the user to whom the action is assigned
- %SUIVI_PAR_PRENOM%: First name of the user to whom the action is assigned
- %SUIVI_PAR_TEL%: Phone of the user to whom the action is assigned
- %SUIVI_PAR_MAILBUR%: Professional email of the user to whom the action is assigned
Keywords documents
For standard messages that relate to a document, you can use the following keywords:
- %TITRE_DOCUMENT%: title of the document
- %DETAILS_DOCUMENT%: document details
The CONTACT keywords can also be used.
Keywords locations
For standard messages that relate to a rental, you can use the following keywords:
- %DT_RESA_DEBUT%, %DT_RESA_FIN%: start and end date of reservation
- %HR_RESA_DEBUT%, %HR_RESA_FIN%: start and end time of reservation
- %DT_LOC_DEBUT%, %DT_LOC_FIN%: start and end date of rental
- %HR_LOC_DEBUT%, %HR_LOC_FIN%: start and end time of rental
The keywords CONTACT, MACHINE and PRODUCT are also available.
Keywords machines
For standard messages that relate to a document, you can use the following keywords:
- %CD_MACHINE%: machine code (subject or text)
- %LIB_MACHINE%: machine label (subject or text)
- %NUM_SERIE_MACHINE%: serial number (subject or text)
- %BRAND_MACHINE%: brand
- %MODELE_MACHINE%: model
- %TYPE_MACHINE%: type
- %IMMAT_MACHINE%: registration
- %KILOMETRAGE_MACHINE%: mileage
- %DT_FONCTION_MACHINE%: start-up date
- %DT_DBT_GARANTIE_MACHINE%: warranty start date
- %DT_EXP_GARANTIE_MACHINE%: end of warranty date
- %DT_PROCH_MNT_MACHINE%: next maintenance date
- %US_RESP_MACHINE%: responsible user code
- %MAC_USDEF_LIB_1% to 5: user labels 1 to 5
- %MAC_USDEF_NUM_1% to 5: user numerics 1 to 5
- %MAC_USDEF_BOO_1% to 5: user boolean indicators 1 to 5
- %MAC_USDEF_DATE_1% to 5: user dates 1 to 5
- %MAC_USDEF_CBO_1% to 5: user combo 1 to 5 (number)
- %MAC_USDEF_CBOLIB_1% to 5: user combo 1 to 5 (label)
Keywords contracts
For standard messages that relate to a contract, you can use the following keywords in addition to the keywords available for contacts:
- %LIB_CONTRAT%: contract wording
- %NUM_CONTRAT%: contract number
- %DT_EFFET_CONTRAT%: effective date
- %REF_CONTRAT%: contract reference
- %MTT_CONTRAT_TTC%: amount including tax of the contract
- %MTT_CONTRAT_HT%: amount excluding tax of the contract
- %MTT_CONTRAT_TVA%: VAT amount of the contract
- %CTR_USDEF_LIB_1% to 5: user labels 1 to 5
- %CTR_USDEF_NUM_1% to 5: user numerics 1 to 5
- %CTR_USDEF_BOO_1% to 5: user boolean indicators 1 to 5
- %CTR_USDEF_DATE_1% to 5: user dates 1 to 5
- %CTR_USDEF_CBO_1% to 5: user combo 1 to 5 (number)
- %CTR_USDEF_CBOLIB_1% to 5: user combo 1 to 5 (label)
Keywords parts
For standard messages that relate to a part (invoice, quote, etc.), you can use the following keywords:
- %NUM_PIECE%: part number (also usable in the subject of the message)
- %DT_PIECE%: part date (can also be used in the subject of the message)
- %DT_EXPED%: shipping date
- %DT_ECH_PIECE%: expiry date of the part (possibly)
- %DT_MULTI%: multi-use date (payment date for an invoice, acceptance date for a quote, delivery date for an order)
- %NATURE_PIECE%: nature of part (also usable in the subject of the message)
- %AMONTANT_TTC%: amount including tax
- %AMONTANT_TTCx100%: amount including tax * 100 (for example, 1234.05 will give 123405 - useful for integrating a payment link in the body of the email)
- %AMONTANT_TTC_DDAx100%: amount of the deposit request * 100 (e.g., 1234.05 will give 123405 - useful for integrating a payment link in the body of the email)
- %AMONTANT_TTC_A%: amount including tax minus amount of the deposit
- %AMONTANT_TTC_SOLDE%: amount including tax of the balance to be paid on the invoice
- %AMONTANT_HT%: amount excluding tax
- %SUIVI_PAR%: user code which follows the part
- %SUIVI_PAR_APPARENT%: Apparent name of the user who follows the piece
- %SUIVI_PAR_NOM%: Name of the user who follows the part
- %SUIVI_PAR_PRENOM%: First name of the user following the piece
- %SUIVI_PAR_TEL%: Phone number of the user following the room
- %SUIVI_PAR_MAILBUR%: Professional email of the user who follows the piece
- %LIBELLE_REMISE%: discount label
- %MONTANT_REMISE%: amount discounted
- %MONTANT_ACOMPTE%: deposit amount
- %REMISE_PC%: discount percentage
- %ACOMPTE_PC%: percentage of deposit
- %BASE_HT%, %BASE_TTC%: base price excluding VAT or including VAT without taking into account deposits or discounts
- %COMPLEMENTARY_MENTIONS%: additional information
Additional keywords
These keywords are available in the enterprise version only.
- %VREF%: V/REF (also usable in the subject of the message)
- %ORIGIN%: Origin of the part (also usable in the subject of the message)
- %NB_COLIS%: number of packages
- %NB_PALETTES%: number of pallets
- %TOTAL_WEIGHT%: total weight
- %CARRIER%: name of the carrier
- %NB_RAPPELS%: number of reminders
- %DT_DERNIER_RAPPEL%: date of the last reminder
- %ORIGIN%: origin of the part
- %CDTS_LIVRAISON%: delivery conditions
- %MODE_PAIEMENT%: payment method
If the part is linked to a project:
- %LIB_PROJET%: project name
- %CD_AFFAIRE%: deal code
- %USDEF_LIB_PRJ_1% to 5: user labels 1 to 5
Complex keywords
- %xxxxxx_#QTY%: Quantity of a part line (with xxxxxx = product code)
- %xxxxxx_#LIB%: Label of a part line (with xxxxxx = product code)
These last two keywords extend the possibilities of the process of generating email or mail messages: they allow you to edit standard documents of which certain fields are linked to the lines of the original document, whether they are the labels and/or quantities.
For example, let's imagine that you are a training center. When you make a quote, this quote includes a line with the product code FORMA. The “title” column contains the description of the training, the “quantity” column contains the number of people concerned, and the “price” column, the price per person.
Then the quote includes a “RETRO” line, with the label “RP-2R2M overhead projector” and 2 for the “quantity” column: for this training, you will provide 2 RP-2R2M brand overhead projectors.
For this quote, the keywords %FORMA_#QTE%, %FORMA_#LIB%, %RETRO_#QTE%, %RETRO_#LIB% are available: they allow the quote lines to be integrated into a standard letter which could be, in this case, your proposal for training action
Keywords CGV and CGI
When you use T&Cs or CGIs, you can personalize them with the following keywords:
- %CIVILITE_COURT_PRO%: short civility, e.g. Mr and Mrs
- %CIVILITE_LITT_PRO%: literary civility, e.g. “Sir, Madam” (for the start of a letter or polite expression)
- %CONTACT_NAME%: last name (can also be used in the subject of the message)
- %PRENOM_CONTACT%: first name (also usable in the subject of the message)
- %RAISON_SOCIALE%: company name (can also be used in the subject of the message)
- %ADRESSE_1_2_PRO%: concatenation on two lines of lines 1 and 2 of the address
- %CODE_POSTAL_PRO%: postal code
- %VILLE_PRO%: city
Other “Comm” articles