ChannelCRM template variables
Updated : 27-07-2024
Remember to put 0 infront and behind the name of the variable
| COMPANY | ||
|---|---|---|
| Variable | Value | Description |
| Companyname | 0companyname0 | Name field on Company |
| Companycity | 0companycity0 | |
| companycountry | 0companycountry0 | |
| companydepartment | 0companydepartment0 | |
| Companystate | 0companystate0 | |
| Companystreet | 0companystreet0 | |
| Companyzip | 0companyzip0 | |
| companyfinancekey | 0companyfinancekey0 | |
| Companymail | 0companymail0 | |
| Companyphone | 0companyphone0 | |
| Companyvat | 0companyvat0 | |
| Companyweb | 0companyweb0 | |
| companyotherkey | 0companyotherkey0 | |
| companyfinancekey | 0companyfinancekey0 | |
| companyfinancedepartment | 0companyfinancedepartment0 | |
| companyfinancestate | 0companyfinancestate0 | |
| companyfinancestreet | 0companyfinancestreet0 | |
| companyfinancezip | 0companyfinancezip0 | |
| companyfinancefax | 0companyfinancefax0 | |
| companyfinancemail | 0companyfinancemail0 | |
| companyfinancephone | 0companyfinancephone0 | |
| companyudef+<fieldname> | 0companyudef+<fieldname>0 | Fieldname should be lowercase letter, without any spaces |
| CONTACT | ||
|---|---|---|
| Variable | Value | Description |
| contactfirstnames | 0contactfirstnames0 | |
| contactlastnames | 0contactlastnames0 | |
| contactfullname | 0contactfullname0 | |
| contactfriendlyname | 0contactfriendlyname0 | |
| Contacttitle | 0contacttitle0 | |
| contactsalutation | 0contactsalutation0 | |
| contactphonedirect | 0contactphonedirect0 | |
| contactphonemobile | 0contactphonemobile0 | |
| contactphonehome | 0contactphonehome0 | |
| contactemailaddress1 | 0contactemail10 | |
| contactemailaddress2 | 0contactemail20 | |
| contactemailaddresspersonal | 0contactemailpersonal0 | |
| Contactean | 0contactean0 | |
| contactudef+<fieldname> | 0contactudef+<fieldname> |
**
**
| OPPORTUNITY | ||
|---|---|---|
| Variable | Value | Description |
| opportunitynumber | 0opportunitynumber0 | |
| opportunitycurrency | 0opportunitycurrency0 | |
| opportunityudef+<fieldname> | 0pportunityudef+<fieldname>0 | |
| opportunityudef+<fieldname>.employee.email1 | ||
| opportunityudef+<fieldname>.employee.phonedirect | ||
| opportunityudef+<fieldname>.employee.phonemobile |
| QUOTE | ||
|---|---|---|
| Variable | Value | Description |
| quotename | 0quotename0 | |
| quotebodytext1 | 0quotebodytext10 | |
| quotebodytext2 | 0quotebodytext20 | |
| quotenumber | 0quotenumber0 | |
| quotevalidfrom | 0quotevalidfrom0 | |
| quotevalidto | 0quotevalidto0 | |
quotepricesum quotepricesumR |
0quotepricesum0 0quotepricesumR0 |
2 decimal Rounded value |
| quotepricenetsum quotepricenetsumR | 0quotepricenetsum0 0quotepricenetsumR0 |
2 decimal Rounded value |
| quotetaxsum quotetaxsumR |
0quotetaxsum0 0quotetaxsumR0 |
2 decimal Rounded value |
| quotediscountsum quotediscountsumR |
0quotediscountsum0 0quotediscountsumR0 |
2 decimal Rounded value |
| QUOTELINES | ||
|---|---|---|
| Variable | Value | Description |
| quotelineidentifier | 0quotelineidentifier0 | |
| quotelinedescription | 0quotelinedescription0 | |
| quotelinelongdescription | 0quotelinelongdescription0 | |
| quotelinecurrency | 0quotelinecurrency0 | |
| quotelinerank | 0quotelinerank0 | Position in quote |
| quotelineprice quotelinepriceR |
0quotelineprice0 0quotelinepriceR0 |
2 decimal Rounded value |
| quotelinequantity quotelinequantityR |
0quotelinequantity0 0quotelinequantityR0 |
2 decimal Rounded value |
| quotelinediscount quotelinediscountR |
0quotelinediscount0 0quotelinediscountR0 |
2 decimal Rounded value |
| quotelinediscountaspercent quotelinediscountaspercentR |
0quotelinediscountaspercent0 0quotelinediscountaspercentR0 |
2 decimal Rounded value |
| quotelinepricenet quotelinepricenetR |
0quotelinepricenet0 0quotelinepricenetR0 |
2 decimal Rounded value |
| quotelinetax quotelinetaxR |
0quotelinetax0 0quotelinetaxR0 |
2 decimal Rounded value |
| quotelineunitprice quotelineunitpriceR |
0quotelineunitprice0 0quotelineunitpriceR0 |
2 decimal Rounded value |
| quotelineunitpriceorigin quotelineunitpriceoriginR |
0quotelineunitpriceorigin0 0quotelineunitpriceoriginR0 |
2 decimal Rounded value |
| PRODUCT | ||
|---|---|---|
| Variable | Value | Description |
| productdescription | 0productdescription0 | |
| productlongdescription | 0productlongdescription0 | |
| productunit | 0productunit0 | |
| productgroup | 0productgroup0 | |
| productimage | 0productimage0 | Product Image if available |
| productudef+<fieldname> | 0productudef+<fieldname>0 |
| ACTIVITY | ||
|---|---|---|
| Variable | Value | Description |
| activitysubject | 0activitysubject0 | |
| activitydescription | 0activitydescription0 | |
| activitydescription | 0activitydescription0 | |
| activitystart | 0activitystart0 | |
| activitystartutc | 0activitystartutc0 | |
| activitystarttime | 0activitystarttime0 | |
| activitystartdate | 0activitystartdate0 | |
| activityfinish | 0activityfinish0 | |
| activityfinishutc | 0activityfinishutc0 | |
| activityfinishtime | 0activityfinishtime0 | |
| activityfinishdate | 0activityfinishdate0 | |
| Activitylocation | 0activitylocation0 |
| OWNER (KAM) | ||
|---|---|---|
| Variable | Value | Description |
| userfirstnames | 0userfirstnames0 | |
| userlastnames | 0userlastnames0 | |
| userfullname | 0userfullname0 | |
| Userjobtitle | 0userjobtitle0 | |
| usermail1 | 0usermail10 | |
| usermail2 | 0usermail20 | |
| userphonemobile | 0userphonemobile0 | |
| userphonedirect | 0userphonedirect0 | |
| userunitname | 0userunitname0 | |
| userstreet | 0userstreet0 | |
| userzip | 0userzip0 | |
| usercity | 0usercity0 | |
| userstate | 0userstate0 | |
| uservat | 0uservat0 |
| CURRENT USER/EMPLOYEE | ||
|---|---|---|
| Variable | Value | Description |
| cuserfirstnames | 0cuserfirstnames0 | |
| cuserlastnames | 0cuserlastnames0 | |
| cuserfullname | 0cuserfullname0 | |
| cuserjobtitle | 0cuserjobtitle0 | |
| cuseremail1 | 0cuseremail10 | |
| cuseremail2 | 0cuseremail20 | |
| cuserphonemobile | 0cuserphonemobile0 | |
| cuserphonedirect | 0cuserphonedirect0 | |
| Cuserunitname | 0cuserunitname0 | |
| Cuserstreet | 0cuserstreet0 | |
| Cuserzip | 0cuserzip0 | |
| Cusercity | 0cusercity0 | |
| Cuserstate | 0cuserstate0 | |
| Cuservat | 0cuservat0 |
| PROJECT | ||
|---|---|---|
| Variable | Value | Description |
| projectcity | 0projectcity0 | |
| projectnumber | 0projectnumber0 | |
| projectcountry | 0projectcountry0 | |
| projectstate | 0projectstate0 | |
| projectstreet | 0projectstreet0 | |
| projectname | 0projectname0 | |
| projectzip | 0projectzip0 | |
| projectudef+<fieldname> | 0projectudef+<fieldname>0 |
| COMMANDS | ||
|---|---|---|
| Variable | Value | Description |
| rankfirstline | 0rankfirstline0 | If this code is inserted in the first cell of the table, the table will only show the first line of the quote. This is used to highlight the first line in the quote |
| alternativX | 0alternativeX0 | If this code is inserted in the first cell of the table, the table will only show the quotelines maked with alternativ > 0. If lines are marked with alternative 1 then the code is 0alternative10. The table will be removed if there are no lines marked with the alternative. |