Here you will find a number of commonly used template codes for various entities (contact person, project, employee, and more). Not all template codes are shown here. Using the tooltips that appear next to the labels of the fields on the screens of various entities (such as a contact person, an individual, a company, a project or a task), you can find all the desired template codes. See also Linking of fields.
In the first two overviews, you will find template codes that are related to your correspondence item (email or letter/fax).
Template codes for an email
$data.email.lesubject – The subject of the email entered by you.
$data.email.to Returns the content of the ‘To’ field.
$data.email.cc Returns the content of the ‘Cc’ field.
$data.email.bcc Returns the content of the ‘Bcc’ field.
You can automatically include the data entered on the relation card in your correspondence. Place the desired template code in the correct spot in the template. When composing an email, letter or fax, link the contact person or individual to whom the correspondence is addressed. The template codes will be replaced by the data of the relation when composing the correspondence.
Template codes for relations in an email
$data.email.relation.initials The initials of the relation.
$data.email.relation.firstname The first name of the relation.
$data.email.relation.middlename The insertion between the last names of the relation.
$data.email.relation.lastname The last name of the relation.
$data.email.relation.fullname The full name of the relation (including first name in full).
$data.email.relation.christianname The full given names of the relation.
$data.email.relation.title The title of the relation.
$data.email.relation.surtitle The title (suffix) of the relation.
$data.email.relation.sex The gender indication of the relation.
$data.email.relation.birthday.format.date The date of birth of the relation.
$data.email.relation.borncity The place of birth of the relation.
$data.email.relation.hstreet The street name of the private address of the relation.
$data.email.relation.hhouseno The house number of the private address of the relation.
$data.email.relation.hhousenoext The addition to the house number of the private address of the relation.
$data.email.relation.hzipcode The postal code of the private address of the relation.
$data.email.relation.hcity The city name of the private address of the relation.
$data.email.relation.tel2 The private phone number of the relation.
$data.email.relation.mobile The mobile phone number of the relation.
$data.email.relation.tel1 The work phone number of the relation.
$data.email.relation.email The email address of the relation.
$data.email.relation.fax The fax number of the relation.
$data.email.relation.functdescr The job description of the relation.
$data.email.relation.homepage The website address of the relation.
$data.email.relation.rcode The relation code of the relation.
You can automatically include the data entered in the project in your correspondence. Place the desired template code in the correct place in the template. When composing an email, letter, or for example, a fax, link the project to which you want to attach the correspondence. The template codes in the template will be replaced with the data from the project when composing the correspondence.
$data.email.project.pshdescr The description of the project.
$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 date on which the project was last updated, including hours and minutes.
$data.email.project.plastupd.format.date The date on which the project was last updated.
$data.email.project.plaunchdate.format.date Start date of the project.
$data.email.project.pdateend.format.date Completion date of the project.
$data.email.project.pmaxhours Maximum number of hours to be spent on the project.
$data.email.project.phours Estimated number of hours for the project.
$data.email.project.employee.fullname Account manager of the project.
$data.email.project.interneMedewerker.fullname Responsible employee of the project.
Template codes of files for an email
You can automatically include the data entered on the file card, as well as the linked relations, in your correspondence. Place the desired template code in the correct place in the template. When composing an email, letter, or for example, a fax, link the desired file. The template codes in the template will be replaced with the data from the file when composing the correspondence.
$data.email.project.linkedEntity.pshdescr File description.
$data.email.project.linkedEntity.docode File code.
$data.email.project.linkedEntity.responsibleAccountmanager Responsible lawyer.
$data.email.project.linkedEntity.accountmanager Handling lawyer.
$data.email.project.linkedEntity.dodatein.format.date Date the file was created.
Client information:
$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 Postal code.
$data.email.project.linkedEntity.relation.tel1 Phone number.
$data.email.project.linkedEntity.relation.mobile Mobile phone number.
$data.email.project.linkedEntity.relation.fax Fax number.
$data.email.project.linkedEntity.relation.email Email address.
Counterparty information:
$data.email.project.linkedEntity.wederpartij.relationName Name.
$data.email.project.linkedEntity.wederpartij.address.addressLine Address.
$data.email.project.linkedEntity.wederpartij.address.zipCode Postal code.
$data.email.project.linkedEntity.wederpartij.address.city City.
Information about the counterparty’s lawyer:
$data.email.project.linkedEntity.dorefweder Counterparty reference.
$data.email.project.linkedEntity.wederpartijAdvocaat.company Law firm name.
$data.email.project.linkedEntity.wederpartijAdvocaat.relationName Lawyer.
$data.email.project.linkedEntity.wederpartijAdvocaat.address.addressLine Address.
$data.email.project.linkedEntity.wederpartijAdvocaat.address.zipCode Postal code.
$data.email.project.linkedEntity.wederpartijAdvocaat.address.city City.
$data.email.project.linkedEntity.wederpartijAdvocaat.tel1 Phone number.
$data.email.project.linkedEntity.wederpartijAdvocaat.fax Fax number.
$data.email.project.linkedEntity.wederpartijAdvocaat.mobile Mobile phone number.
$data.email.project.linkedEntity.wederpartijAdvocaat.email Email address.
Template codes of employees for an email
$data.email.employee.initials The initials of the employee.
$data.email.employee.firstname The first name of the employee.
$data.email.employee.middlename The middle name or prefix in the employee’s surname.
$data.email.employee.lastname The last name of the employee.
$data.email.employee.fullname The full name of the employee (including full first name).
$data.email.employee.christianname The full given names of the employee.
$data.email.employee.title The title of the employee.
$data.email.employee.surtitle The suffix title of the employee.
$data.email.employee.sex The gender of the employee.
$data.email.employee.birthday.format.date The date of birth of the employee.
$data.email.employee.rbirthcity The place of birth of the employee.
$data.email.employee.hstreet The street name of the employee’s private address.
$data.email.employee.hhouseno The house number of the employee’s private address.
$data.email.employee.hhousenoext The house number extension of the employee’s private address.
$data.email.employee.hzipcode The postal code of the employee’s private address.
$data.email.employee.hcity The city of the employee’s private address.
$data.email.employee.tel2 The private phone number of the employee.
$data.email.employee.mobile The mobile phone number of the employee.
$data.email.employee.tel1 The work phone number of the employee.
$data.email.employee.email The email address of the employee.
$data.email.employee.fax The fax number of the employee.
$data.email.employee.functdescr The job description of the employee.
$data.email.employee.homepage The website address of the employee.
$data.email.employee.rcode The relation code of the employee.
Template codes for a letter / fax
$data.letter.lesubject The subject you entered for the email.
$data.letter.leref The reference number of this correspondence item. This number is automatically generated and linked when creating the new correspondence item.
$data.letter.letterno The correspondence number of this correspondence item. This number is automatically generated and linked when creating the new correspondence item.
$util.proper($data.letter.employee.ocity) The city name from the business address of the employee (logged-in user in BaseNet Online CRM) who is drafting the correspondence item.
$data.letter.ledate.format.longdate The creation date of the correspondence item, with the full month written out. This date is automatically generated and linked when creating the new correspondence item.
$data.letter.leauteur The initials and the first letter of the last name of the employee (logged-in user in BaseNet Online CRM) who is drafting the correspondence item.
Template codes of relations for a letter / fax
You can automatically include the data entered on the relation card in your correspondence. Place the desired template code in the correct place in the template. When composing an email, letter, or for example, a fax, link the contact person or individual to whom you want to address the correspondence. The template codes in the template will be replaced with the data from the relation when composing the correspondence.
$data.letter.relation.initials The initials of the relation.
$data.letter.relation.firstname The first name of the relation.
$data.letter.relation.middlename The middle name or prefix in the relation’s surname.
$data.letter.relation.lastname The last name of the relation.
$data.letter.relation.fullname The full name of the relation (including full first name).
$data.letter.relation.christianname The full given names of the relation.
$data.letter.relation.title The title of the relation.
$data.letter.relation.surtitle The suffix title of the relation.
$data.letter.relation.sex The gender of the relation.
$data.letter.relation.birthday.format.date The date of birth of the relation.
$data.letter.relation.borncity The place of birth of the relation.
$data.letter.relation.hstreet The street name of the relation’s private address.
$data.letter.relation.hhouseno The house number of the relation’s private address.
$data.letter.relation.hhousenoext The house number extension of the relation’s private address.
$data.letter.relation.hzipcode The postal code of the relation’s private address.
$data.letter.relation.hcity The city of the relation’s private address.
$data.letter.relation.tel2 The private phone number of the relation.
$data.letter.relation.mobile The mobile phone number of the relation.
$data.letter.relation.tel1 The work phone number of the relation.
$data.letter.relation.email The email address of the relation.
$data.letter.relation.fax The fax number of the relation.
$data.letter.relation.functdescr The job description of the relation.
$data.letter.relation.homepage The website address of the relation.
$data.letter.relation.rcode The relation code of the relation.
Template codes of projects for a letter / fax
You can automatically include the data entered for the project in your correspondence. Place the desired template code in the correct place in the template. When composing an email, letter, or for example, a fax, link the project to which you want to associate the correspondence. The template codes in the template will be replaced with the project data when composing the correspondence.
$data.letter.project.pshdescr The description of the project.
$data.letter.project.pcode The project code.
$data.letter.project.pstatus The project status.
$data.letter.project.pdatestart.format.date The date the project was entered into the system.
$data.letter.project.plastupd The date the project was last updated, including time.
$data.letter.project.plastupd.format.date The date the project was last updated.
$data.letter.project.plaunchdate.format.date Start date of the project.
$data.letter.project.pdateend.format.date Completion date of the project.
$data.letter.project.pmaxhours Maximum number of hours to be spent on the project.
$data.letter.project.phours Estimated number of hours for the project.
$data.letter.project.employee.fullname Account manager of the project.
$data.letter.project.interneMedewerker.fullname Responsible employee for the project.
Template codes of files for a letter / fax
You can automatically include the data entered on the file card, as well as the linked relations, in your correspondence. Place the desired template code in the correct place in the template. When composing an email, letter, or for example, a fax, link the file you want to address. The template codes in the template will be replaced with the file data when composing the correspondence.
$data.letter.project.linkedEntity.pshdescr File description.
$data.letter.project.linkedEntity.docode File code.
$data.letter.project.linkedEntity.responsibleAccountmanager Responsible lawyer.
$data.letter.project.linkedEntity.accountmanager Handling lawyer.
$data.letter.project.linkedEntity.dodatein.format.date Date the file was created.
Client details:
$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 Postal code.
$data.letter.project.linkedEntity.relation.tel1 Phone number.
$data.letter.project.linkedEntity.relation.mobile Mobile phone number.
$data.letter.project.linkedEntity.relation.fax Fax number.
$data.letter.project.linkedEntity.relation.email Email address.
Counterparty details:
$data.letter.project.linkedEntity.wederpartij.relationName Name.
$data.letter.project.linkedEntity.wederpartij.address.addressLine Address.
$data.letter.project.linkedEntity.wederpartij.address.zipCode Postal code.
$data.letter.project.linkedEntity.wederpartij.address.city City.
Details of the counterparty’s lawyer:
$data.letter.project.linkedEntity.dorefweder Counterparty reference.
$data.letter.project.linkedEntity.wederpartijAdvocaat.company Law firm name.
$data.letter.project.linkedEntity.wederpartijAdvocaat.relationName Lawyer.
$data.letter.project.linkedEntity.wederpartijAdvocaat.address.addressLine Address.
$data.letter.project.linkedEntity.wederpartijAdvocaat.address.zipCode Postal code.
$data.letter.project.linkedEntity.wederpartijAdvocaat.address.city City.
$data.letter.project.linkedEntity.wederpartijAdvocaat.tel1 Phone number.
$data.letter.project.linkedEntity.wederpartijAdvocaat.fax Fax number.
$data.letter.project.linkedEntity.wederpartijAdvocaat.mobile Mobile phone number.
$data.letter.project.linkedEntity.wederpartijAdvocaat.email Email address.
Template codes of employees for a letter / fax
$data.letter.employee.initials The initials of the employee.
$data.letter.employee.firstname The first name of the employee.
$data.letter.employee.middlename The middle name (infix) of the employee’s surname.
$data.letter.employee.lastname The last name of the employee.
$data.letter.employee.fullname The full name of the employee (including full first name).
$data.letter.employee.christianname The full given names of the employee.
$data.letter.employee.title The title of the employee.
$data.letter.employee.surtitle The suffix title of the employee.
$data.letter.employee.sex The gender of the employee.
$data.letter.employee.birthday.format.date The birth date of the employee.
$data.letter.employee.rbirthcity The birthplace of the employee.
$data.letter.employee.hstreet The street name of the employee’s private address.
$data.letter.employee.hhouseno The house number of the employee’s private address.
$data.letter.employee.hhousenoext The house number extension of the employee’s private address.
$data.letter.employee.hzipcode The postal code of the employee’s private address.
$data.letter.employee.hcity The city of the employee’s private address.
$data.letter.employee.tel2 The private phone number of the employee.
$data.letter.employee.mobile The mobile phone number of the employee.
$data.letter.employee.tel1 The work phone number of the employee.
$data.letter.employee.email The email address of the employee.
$data.letter.employee.fax The fax number of the employee.
$data.letter.employee.functdescr The job description of the employee.
$data.letter.employee.homepage The website address of the employee.
$data.letter.employee.rcode The relation code of the employee.
Template codes for the date for email / letter / fax
The following examples show the display based on the date 01-01-2012 at 09:00.
$data.now.format.date 01-01-2012.
$data.now.format.longdate 1 January 2012.
$data.now.format.fulldatetime Sunday, 1 January 2012 09:00.
$data.now.format.verylongdutchdateDMY one January two thousand twelve.
Template codes for company information
You can automatically include the company information entered in your correspondence. Place the desired template code in the correct location in the template. The template codes in the template will be replaced with your own company’s data when composing the correspondence.
Important: You must use the template codes without a predefined prefix. For example: ‘$data.companyInfo.mijnbedrijf.compname’.$data.companyInfo.mijnBedrijf.compname Company name.
$data.companyInfo.mijnBedrijf.compstreet Street name of the business address.
$data.companyInfo.mijnBedrijf.compstreet2 2nd address line of the business address.
$data.companyInfo.mijnBedrijf.comphousenr House number of the business address.
$data.companyInfo.mijnBedrijf.comphousenrext House number extension of the business address.
$data.companyInfo.mijnBedrijf.compzipcode Postal code of the business address.
$data.companyInfo.mijnBedrijf.compplaats City of the business address.
$data.companyInfo.mijnBedrijf.compprovincie Province of the business address.
$data.companyInfo.mijnBedrijf.compcountry Country of the business address.
$data.companyInfo.mijnBedrijf.comppoststreet Street name (or P.O. Box) of the mailing address.
$data.companyInfo.mijnBedrijf.compposthousenr House number of the mailing address.
$data.companyInfo.mijnBedrijf.compposthousenrext House number extension of the mailing address.
$data.companyInfo.mijnBedrijf.comppoststreet2 2nd address line of the mailing address.
$data.companyInfo.mijnBedrijf.comppostbzipcode Postal code of the mailing address.
$data.companyInfo.mijnBedrijf.comppostbcity City of the mailing address.
$data.companyInfo.mijnBedrijf.comppostprovincie Province of the mailing address.
$data.companyInfo.mijnBedrijf.comppostcountry Country of the mailing 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 website address.
$data.companyInfo.mijnBedrijf.compbank Company bank account number.
$data.companyInfo.mijnBedrijf.compbankname Name of the bank for the company account.
$data.companyInfo.mijnBedrijf.compbankcity City of the bank for the company account.
$data.companyInfo.mijnBedrijf.compkvknummer Chamber of Commerce number of the company.
$data.companyInfo.mijnBedrijf.compkvkcity City of registration at the Chamber of Commerce.
$data.companyInfo.mijnBedrijf.compbtwnummer Company VAT number.
$data.companyInfo.mijnBedrijf.compinfo Free field for adding a slogan, for example.
