Predefined Fields
Predefined Fields lay the foundations towards the desired fields of, for example, a contact or project.
There are a number of predefined fields which you should keep in mind when developing or amending a template and these are:
$data.email. Applicable in Email and memo templates.
Linkages and entities
A contact, project or employee are referred in BaseNet as a so called Entity.
After the mentioned predefined fields, the entity is placed who makes use of those fields. Here are some examples:
Linkage of fields
Once the path towards the proper entity is listed, you can start linking the desired field of this entity. This is done by moving the field name (template code) from the field behind the composed path towards the entity. It is easily traceable which template code has been used for which field. To do so, open, for example, the contact’s Rolodex card. In this field, you will find a Nickname field, with a label (here the text ‘Nickname’ is noted). When moving your cursor over the label, a tool tip appears. This tool tip displays the concerning template code. The template code for surnames is ‘firstname’.
Example 14.1. Example of a template code
The code ‘’$data.email.relation.firstname’‘ consists of the entire path towards the first name and the contact which has been linked to the Email.
If the ‘firstname’ field has been entered in the Rolodex card of the linked contact in your system, instead of that code, the concerning name will appear in that field when composing an Email.
Linking your company information
Manage -> Company Settings -> Manage Company Settings
Your company’s information can be managed from within your system. This information can be later be retrieved through archived correspondence listings.The path towards this data has been generated based on a predefined field followed by a template code of the desired field.
The predefined field linking to this data is specified as such: $data.companyInfo.myCompany. This predefined field does not differentiate between Email or letter and these will always remain identical.
The template codes for available fields are accessible from the label’s tooltip, which appears when moving the cursor above it. The template codes of the most commonly used fields are accessible from the used fields in question. Here you will also find examples of template codes.
