The first two overviews will list template codes that are related to your correspondence item (Email or Letter/ Fax).
5.1. Template codes for Email
$data.email.lesubject The Email’s subject which you have specified.
$data.email.to Displays the contents of the ‘To’ field.
$data.email.cc Displays the contents of the ‘Cc’ field.
$data.email.bcc Displays the contents of the ‘Bcc’ field.
In the contact (Rolodex) card you can set certain data to appear in correspondence by default. Insert the desired template code in the concerning template field.
When composing an Email, Letter or Fax, link the contact person (individual or private) to the addressee
When composing a new Email, Letter or Fax, the contact (private or personal) should be linked to the addressee of the correspondence.The template codes of the template will then be replaced by the ones of the concerning contact.
5.2. Contact’s template codes for Email
[Belangrijk] Important
The template codes should be used in combination with predefined ‘$data.letter.’ or ‘$data.email.’.
For instance: ‘$data.letter.relation.initials’ or ‘$data.email.relation.initials’.
$data.email.relation.initials The contact’s initials.
$data.email.relation.firstname The contact’s first name.
$data.email.relation.middlename The contact’s name insertion.
$data.email.relation.lastname The contact’s surname.
$data.email.relation.fullname The contact’s complete name (birthname).
$data.email.relation.christianname All first names/ nicknames of the contact.
$data.email.relation.title The contact’s title (prefix), for example Mr.
$data.email.relation.surtitle The contact’s title (suffix), for example PhD.
$data.email.relation.sex The contact’s specified sex.
$data.email.relation.birthday.format.date The contact’s date of birth.
$data.email.relation.borncity The contact’s place of birth.
$data.email.relation.hstreet The contact’s street name and address type.
$data.email.relation.hhouseno The contact’s private street number.
$data.email.relation.hhousenoext The contact’s private street number suffix, for example Bond Street 1-A.
$data.email.relation.hzipcode The contact’s private postcode.
$data.email.relation.hcity The contact’s private home town.
$data.email.relation.tel2 The contact’s private phone number.
$data.email.relation.mobile The contact’s private cell phone number.
$data.email.relation.tel1 The contact’s office phone number.
$data.email.relation.email The contact’s Email address.
$data.email.relation.fax The contact’s fax number.
$data.email.relation.functdescr The contact’s job description.
$data.email.relation.homepage The contact’s website address/ URL.
$data.email.relation.rcode The contact’s contact-code.
5.3. Template codes of projects for Email
Entered data can be set to automatically appear in your correspondence. Insert the desired template code in the proper template field. When composing an Email, Letter or Fax, link the project to which you wish the correspondence to be linked. When composing the Email, (or other form of correspondence) the template code will be replaced by data from the project.
$data.email.project.pshdescr The project’s description
$data.email.project.pcode The project code.
$data.email.project.pstatus The project status.
$data.email.project.pdatestart.format.date The date on which the project was entered into the system.
$data.email.project.plastupd The most recent date on which the project was updated, including hours and minutes.
$data.email.project.plaunchdate.format.date Start date of project.
$data.email.project.pdateend.format.date Completion date of project.
$data.email.project.pmaxhours Maximum hours to be spent on project.
$data.email.project.phours Estmiated hours for the project.
$data.email.project.employee.fullname Account manager of the project.
$data.email.project.interneMedewerker.fullname Responsible employee of project.
5.4. Template codes of matters for an Email
The information which has been entered in the matter page and linked contacts can be set to automatically appear in your correspondence. Place the desired template code in the proper template field. When composing an Email, Letter or Fax, link the desired matter. The template codes will be replaced with the matter’s data when composing correspondence.
$data.email.project.linkedEntity.pshdescr Matter description.
$data.email.project.linkedEntity.docode Matter code.
$data.email.project.linkedEntity.responsibleAccountmanager Responsible solicitor.
$data.email.project.linkedEntity.accountmanager Lawyer on case.
$data.email.project.linkedEntity.dodatein.format.date Date on which the matter was entered.
Cliënt data:
$data.email.project.linkedEntity.relation.company Company name.
$data.email.project.linkedEntity.relation.relationName Client name.
$data.email.project.linkedEntity.relation.address.addressLine Address.
$data.email.project.linkedEntity.relation.address.zipCode Postcode.
$data.email.project.linkedEntity.relation.tel1 Phone number.
$data.email.project.linkedEntity.relation.mobile Cell phone number.
$data.email.project.linkedEntity.relation.fax Fax number.
$data.email.project.linkedEntity.relation.email Email address.
Counter party data:
$data.email.project.linkedEntity.wederpartij.relationName Name.
$data.email.project.linkedEntity.wederpartij.address.addressLine Address.
$data.email.project.linkedEntity.wederpartij.address.zipCode PostCode.
$data.email.project.linkedEntity.wederpartij.address.city Town.
Data of counter party’s solicitor:
$data.email.project.linkedEntity.dorefweder Reference counter party.
$data.email.project.linkedEntity.wederpartijAdvocaat.company Office name.
$data.email.project.linkedEntity.wederpartijAdvocaat.relationName solicitor.
$data.email.project.linkedEntity.wederpartijAdvocaat.address.addressLine Address.
$data.email.project.linkedEntity.wederpartijAdvocaat.address.zipCode PostCode.
$data.email.project.linkedEntity.wederpartijAdvocaat.address.city Place.
$data.email.project.linkedEntity.wederpartijAdvocaat.tel1 Phone number.
$data.email.project.linkedEntity.wederpartijAdvocaat.fax Fax number.
$data.email.project.linkedEntity.wederpartijAdvocaat.mobile Cell phone number.
$data.email.project.linkedEntity.wederpartijAdvocaat.email Email address.
5.5. Template codes of employees in regards to Email
$data.email.employee.initials Employee’s initials.
$data.email.employee.firstname Employee’s first name.
$data.email.employee.middlename Suffix of employee’s surname.
$data.email.employee.lastname Employee’s surname.
$data.email.employee.fullname Employee’s birth name (complete full name).
$data.email.employee.christianname Employee’s complete first name(s).
$data.email.employee.title Employee’s title.
$data.email.employee.surtitle Employee’s suffix title (PhD/BA/MA, etc.).
$data.email.employee.sex Employee’s specified sex.
$data.email.employee.birthday.format.date Employee’s date of birth.
$data.email.employee.rbirthcity Employee’s place of birth.
$data.email.employee.hstreet Employee’s private street name.
$data.email.employee.hhouseno Employee’s private street number.
$data.email.employee.hhousenoext Employee’s private street number addition.
$data.email.employee.hzipcode Employee’s private postcode.
$data.email.employee.hcity Employee’s (private) home town.
$data.email.employee.tel2 Employee’s private phone number.
$data.email.employee.mobile Employee’s private cell phone number.
$data.email.employee.tel1 Employee’s office phone number.
$data.email.employee.email Employee’s Email address.
$data.email.employee.fax Employee’s fax number.
$data.email.employee.functdescr Employee’s job description.
$data.email.employee.homepage Employee’s web address/ URL.
$data.email.employee.rcode Employee’s contact code.
5.6. Template codes for letter/ fax
$data.letter.lesubject The Email subject which you have specified.
$data.letter.leref The reference number of the correspondence item. This number is automatically generated when creating new correspondence items and linked.
$data.letter.letterno The correspondence number of this correspondence piece.this number is automatically generated when creating the new correspondence item and linked.
$util.proper($data.letter.employee.ocity) The company’s town, from the employee’s address data (logged in user in BaseNet’s Online CRM) who created the correspondence item.
$data.letter.ledate.format.longdate The creation date of the correspondence item with the month fully spelled out. This date is automatically added when the new correspondence item is created and linked.
$data.letter.leauteur The initials, with first letter of employee’s surname (logged in user in BaseNet’s Online CRM) who created the correspondence item.
The initials with the first letter of the surname of the employee (logged in BaseNet user) who composes the correspondence item.
5.7. Template codes for contacts in regards to Letter/ Fax
Data which has been entered in the contact card (Rolodex card) can be set to automatically appear in your correspondence. Place the desired template code in the desired template field.
Link the contact to whom you are addressing the Email, Letter or Fax. The template codes in the template will be replaced with the correspondence contact when composing.
$data.letter.relation.initials Contact’s initials.
$data.letter.relation.firstname Contact’s first name/ nickname.
$data.letter.relation.middlename Contact’s surname insertion/ prefix.
$data.letter.relation.lastname Contact’s surname.
$data.letter.relation.fullname Contact’s complete name, spelled out.
$data.letter.relation.christianname Contact’s first names (all).
$data.letter.relation.title Contact’s prefix title (Mr./Ms.).
$data.letter.relation.surtitle Contact’s suffix title (BA/MA/PhD).
$data.letter.relation.sex Contact’s specified sex.
$data.letter.relation.birthday.format.date Contact’s date of birth.
$data.letter.relation.borncity Contact’s place of birth.
$data.letter.relation.hstreet Contact’s private street name.
$data.letter.relation.hhouseno Contaact’s private street number.
$data.letter.relation.hhousenoext Contact’s private street number’s suffix (i.e. 45-A).
$data.letter.relation.hzipcode Contact’s private postcode.
$data.letter.relation.hcity Contact’s private home town.
$data.letter.relation.tel2 Contact’s private phone number.
$data.letter.relation.mobile Contact’s private cell phone number.
$data.letter.relation.tel1 Contact’s office phone number.
$data.letter.relation.email Contact’s Email address.
$data.letter.relation.fax Contact’s fax number.
$data.letter.relation.functdescr Contact’s job description.
$data.letter.relation.homepage Contact’s office address.
$data.letter.relation.rcode Contact’s contact code.
5.8. Template codes of contact in regards to letter/ fax Template codes of project for letter/ fax
Data which has been entered into a project can be set to reappear in your correspondence. Place the desired template code in the intended template field. When composing an Email, letter or fax, link the project which you wish to link to the correspondence. The template codes in the template will be replaced with the data from the project when composing.
$data.letter.project.pshdescr Project’s description.
$data.letter.project.pcode Project code.
$data.letter.project.pstatus Project status.
$data.letter.project.pdatestart.format.date Date on which the project has been entered into the system.
$data.letter.project.plastupd Most recent date on which the project was updated, including hours and minutes.
$data.letter.project.plastupd.format.date Date on which the project was edited last.
$data.letter.project.plaunchdate.format.date Project’s initiation date.
$data.letter.project.pdateend.format.date Project’s completion date.
$data.letter.project.pmaxhours Maximum hours spent on project.
$data.letter.project.phours Estimated amount of hours for project.
$data.letter.project.employee.fullname Project’s account manager.
$data.letter.project.interneMedewerker.fullname Employee responsible for project.
5.9. Template code for matter in regards to letter/ fax
The data entered into the matter can be set to reappear in correspondence with linked contacts. Insert the desired template code in the concerning template field. When composing an Email, letter or fax, link the desired matter. The template code in the template will be replaced with the matter’s contents when composing a correspondence item.
$data.letter.project.linkedEntity.pshdescr Matter description.
$data.letter.project.linkedEntity.docode Matter code.
$data.letter.project.linkedEntity.responsibleAccountmanager Solicitor responsible.
$data.letter.project.linkedEntity.accountmanager Solicitor on case.
$data.letter.project.linkedEntity.dodatein.format.date Date on which matter was entered.
Client data:
$data.letter.project.linkedEntity.relation.company Company name.
$data.letter.project.linkedEntity.relation.relationName Client name.
$data.letter.project.linkedEntity.relation.address.addressLine Address.
$data.letter.project.linkedEntity.relation.address.zipCode Postcode.
$data.letter.project.linkedEntity.relation.tel1 Phone number.
$data.letter.project.linkedEntity.relation.mobile Cell phone number.
$data.letter.project.linkedEntity.relation.fax Fax number.
$data.letter.project.linkedEntity.relation.email Email address.
Data appertaining to counter party:
$data.letter.project.linkedEntity.wederpartij.relationName Name.
$data.letter.project.linkedEntity.wederpartij.address.addressLine Address.
$data.letter.project.linkedEntity.wederpartij.address.zipCode Postcode.
$data.letter.project.linkedEntity.wederpartij.address.city Place.
Data appertaining to solicitor of counter party:
$data.letter.project.linkedEntity.dorefweder Counter party reference.
$data.letter.project.linkedEntity.wederpartijAdvocaat.company Office name.
$data.letter.project.linkedEntity.wederpartijAdvocaat.relationName Solicitor.
$data.letter.project.linkedEntity.wederpartijAdvocaat.address.addressLine Address.
$data.letter.project.linkedEntity.wederpartijAdvocaat.address.zipCode Postcode.
$data.letter.project.linkedEntity.wederpartijAdvocaat.address.city Place.
$data.letter.project.linkedEntity.wederpartijAdvocaat.tel1 Phone number.
$data.letter.project.linkedEntity.wederpartijAdvocaat.fax Fax number.
$data.letter.project.linkedEntity.wederpartijAdvocaat.mobile Cell phone number.
$data.letter.project.linkedEntity.wederpartijAdvocaat.email Email address.
5.10. Templatecodes van medewerkers voor een brief / fax
$data.letter.employee.initials Employee’s initials.
$data.letter.employee.firstname Employee’s first name.
$data.letter.employee.middlename Employee’s surname insertion/ surname’s prefix.
$data.letter.employee.lastname Employee’s surname.
$data.letter.employee.fullname Employee’s complete name (spelled out).
$data.letter.employee.christianname Complete first name(s) of employee.
$data.letter.employee.title Employee’s prefix title (i.e. Mr./Ms./Dr.).
$data.letter.employee.surtitle Employee’s suffix title (i.e. BA/MA/PhD).
$data.letter.employee.sex Employee’s assigned sex.
$data.letter.employee.birthday.format.date Employee’s date of birth.
$data.letter.employee.rbirthcity Employee’s place of birth.
$data.letter.employee.hstreet Employee’s private street name.
$data.letter.employee.hhouseno Employee’s private street number.
$data.letter.employee.hhousenoext Employee’s private street number usffix (i.e. 45-A).
$data.letter.employee.hzipcode Employee’s private postcode.
$data.letter.employee.hcity Employee’s home town.
$data.letter.employee.tel2 Employee’s private phone number.
$data.letter.employee.mobile Employee’s cell phone number.
$data.letter.employee.tel1 Employee’s office phone number.
$data.letter.employee.email Employee’s Email address.
$data.letter.employee.fax Employee’s fax number.
$data.letter.employee.functdescr Employee’s job description.
$data.letter.employee.homepage Employee’s web address/ URL.
$data.letter.employee.rcode Employee’s contact code.
5.11. Template codes for date in regards to Email/ Letter/ Fax
Date will be shown behind template code based on following format: 01-01-2012 at 09:00.
$data.now.format.date 01-01-2012.
$data.now.format.longdate January 1st 2012.
$data.now.format.fulldatetime Sunday, 1 January 2012 09:00.
$data.now.format.verylongdutchdateDMY one january two thousand and twelve.
5.12. Template codes for company data
You can set for company data to automatically reappear in your correspondence. Place the desired template code in the assigned template field. The template codes in the template will turn into company related data when composing correspondence items.
[Belangrijk] Important
Template codes should be used without applying a predefined field.
Bijvoorbeeld: ‘$data.companyInfo.mijnbedrijf.compname’.
$data.companyInfo.mijnBedrijf.compname Company name.
$data.companyInfo.mijnBedrijf.compstreet Street name of physical address.
$data.companyInfo.mijnBedrijf.compstreet2 2nd address name of physical address.
$data.companyInfo.mijnBedrijf.comphousenr Street number of physical address.
$data.companyInfo.mijnBedrijf.comphousenrext Street number suffix of physical address (i.e. 45-A).
$data.companyInfo.mijnBedrijf.compzipcode Postcode of physical address.
$data.companyInfo.mijnBedrijf.compplaats City/ town of physical address.
$data.companyInfo.mijnBedrijf.compprovincie Province/ Region of physical address.
$data.companyInfo.mijnBedrijf.compcountry Country of physical address.
$data.companyInfo.mijnBedrijf.comppoststreet Street name or P.O. Box of physical address.
$data.companyInfo.mijnBedrijf.compposthousenr Street number of postal address.
$data.companyInfo.mijnBedrijf.compposthousenrext Street number suffix of postal address (i.e. 45-A)..
$data.companyInfo.mijnBedrijf.comppoststreet2 2nd address line of postal address.
$data.companyInfo.mijnBedrijf.comppostbzipcode Postcode of postal address.
$data.companyInfo.mijnBedrijf.comppostbcity City/ Town name of postal address.
$data.companyInfo.mijnBedrijf.comppostprovincie Province/ Region of postal address.
$data.companyInfo.mijnBedrijf.comppostcountry Country of postal address.
$data.companyInfo.mijnBedrijf.comptel Company phone number.
$data.companyInfo.mijnBedrijf.compfax Company fax number.
$data.companyInfo.mijnBedrijf.compemail Company Email address.
$data.companyInfo.mijnBedrijf.compurl Company web address/ URL.
$data.companyInfo.mijnBedrijf.compbank Company bank account number.
$data.companyInfo.mijnBedrijf.compbankname Company bank name.
$data.companyInfo.mijnBedrijf.compbankcity Company bank city/ town.
$data.companyInfo.mijnBedrijf.compkvknummer Company’s Chamber of Commerce ID number.
$data.companyInfo.mijnBedrijf.compkvkcity City/ Town of Chamber of Commerce registration.
$data.companyInfo.mijnBedrijf.compbtwnummer Company Tax ID.
$data.companyInfo.mijnBedrijf.compinfo Open field for adding slogan.
