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How to have the sidemark field filled in automatically
Overview Order Entry has the ability to have the sidemark field fill in automatically for new quotes and sales. By using the Build the sidemark from the customer name option in Application Settings you can have the sidemark field populated with a ...
Email Template Fields
Customer Email Fields [[CustomerFirstName]] = The customer first name, for example "Joe" [[CustomerLastName]] = The customer last name, for example "Smith" [[CustomerCompanyName]] = The company name, for example "Joe's Blinds" ...
Automatic Sidemark Formats
When creating automatic sidemarks, the following fields can be used: [[F]] = First name. [[FL]] = First letter of first name. [[L]] = Last name. [[LL]] = First letter of last name. [[CN]] = Customer name. [[Date]] = The current date. [[ON]] = Quote ...
What fields are searched in Solatech Focus for Customers, Purchase Orders and Orders?
Summary Solatech Focus allows users to search Customers, Quotes/Sales/Orders and Purchase Orders in the system. This knowledge base article will describe which fields are searched for each search type. Purchase Orders: Account Number PO Number Order ...
Email template fields
When adding fields to a template, enclose them in [[ and ]]. For example, to use the customer name in a template, write [[CustomerName]]. Customer fields CustomerFirstName CustomerLastName CustomerMiddleInitial CustomerCompanyName ...