Letters

Letters has dynamic fields which are loaded upon changing the Project, Client, User or Template.

These fields are automatically filled based on the selection.

Below are the codes for the automatic replacement

Dates

letter_full_date = Full date in format 13 December 2024
letter_short_date = Date in format 13/12/2024
YYMMDD = Date in format 241213

Project

project_name = Project Name
project_p_number = Project Number
project_client_po_number = Client PO Number 
project_manager = Project Manager
project_assigned_to = Assigned To
project_designer = Designer
project_sales_rep = Sales Rep
project_contract_delivery_date = Contract Delivery Date
project_description = Project Description
project_scope_of_work = Scope of work

CRM

crm_name = CRM Name
crm_expected_revenue = CRM Expected Revenue
crm_email_from = CRM Email Contact
crm_user_id_name = CRM Sales Rep
crm_date_deadline = CRM Exptected Close Date
crm_client_po_number = CRM Client PO Number
crm_project_manager = CRM Project Manager
crm_assigned_to = CRM Assigned to
crm_designer = CRM Designer
crm_expected_delivery_date = CRM Expected Delivery Date
crm_contract_delivery_date = CRM Contract Delivery Date
crm_internal_notes = CRM Notes
crm_scope_of_work = CRM Scope of Work
crm_payment_terms = CRM Payment Terms
crm_contact_name = CRM Contact Name
crm_function = CRM Contact Job Title
crm_mobile = CRM Mobile Phone Number
crm_partner_name = CRM Client Name

Partner

partner_name = Partner Name
sh_sequence = 
partner_address =  partner full address (multi-line)
partner_street = partner street1
partner_street2 = partner street2
partner_city = partner city
partner_state = partner state ID
partner_country = partner country
sh_zips = partner zip
partner_website = partner website
partner_email = partner email
partner_phone = partner phone 
partner_mobile = partner mobile
 

Employee

employee_name = Employee Name
employee_job = Job Title
employee_mobile = Employee Mob Number
employee_phone = Employee Phone Number
employee_email = Employee Email
employee_address = Employee Work Location
employee_department = Employee Department
employee_job_position = Employee Job Position
empoyee_manager_name = Employee Managers Name
emp_pc_private_email = Employee Private Email
employee_pc_account_number = Employee Bank Account Number
employee_citizenship_nationality = Employee Nationality
employee_citizenship_id_no = Employee Emirates ID Number
employee_citizenship_passport_id = Employee Passport Number
employee_citizenship_gender = Employee Gender
employee_citizenship_dob = Employee Date of Birth
employee_citizenship_pob = Place of Birth
employee_ms_marital_status = Marital Status
employee_ec_emergency_contact = Emergency Contact
employee_wp_visa_no = Visa Number
employee_ec_emergency_phone = Emergency Phone Number
employee_pc_address = Employee full address (multi-line)