Predefined Templates

Jacktrade provides predefined templates for almost all the modules that you can use. The following are predefined templates per module which are non-editable.

 

Customers – Predefined Templates

Customers – Assignment Notifications (Non-Editable)

  1. Template Name – Reminder: Event Coming Up – Conversation

Email Subject – Reminder: Event Coming Up – Conversation

Email Body – Hi {{ASSIGNED_RESOURCE_FIRST_NAME}},

There is an upcoming event for you. Please see the event details below:

Event Type: Conversation

Event Title: {{CONVERSATION_TITLE}}

Description: {{CONVERSATION_BODY}}

When:{{CONVERSATION_START_DATE}} at {{CONVERSATION_START_TIME}}.

Regards,

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

Quotes – Predefined Templates

Quotes – Assignment Notifications (Non-Editable)

  1. Template Name – Assign Resource to Meetings for Quote

Email Subject – Meeting Assignment – {{MEETING_TYPE}} for {{QUOTE_ID}} – {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Email Body – Hi {{MEETING_RES_FIRST_NAME}},

The following meeting has been assigned to you. Please see details below:

Meeting: {{MEETING_TYPE}}

Customer: {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Quote Id: {{QUOTE_ID}}

Date and Time: {{START_DATE}} to {{END_DATE}} at {{START_TIME}} to {{END_TIME}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

  1. Template Name – Assign Sales Agent to Quote

Email Subject – New Quote Assignment – {{QUOTE_ID}} for {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Email Body – Hi {{SALES_AGENT_NAME}},

The following Quote has been assigned to you. Please see details below:

Quote Id: {{QUOTE_ID}}

Customer: {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Date: {{DATE}}

Location: {{LOCATION_NAME}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

Jobs – Predefined Templates

Jobs – Assignment Notifications (Non-Editable)

  1. Template Name – Assign resource to Meeting for Job

Email Subject – Meeting Assignment – {{MEETING_TYPE}} for {{JOB_ID}} – {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Email Body – Hi {{MEETING_RES_FIRST_NAME}},

The following meeting has been assigned to you. Please see details below:

Meeting: {{MEETING_TYPE}}

Customer: {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Job ID: {{JOB_ID}}

Date and Time: {{START_DATE}} to {{END_DATE}} at {{START_TIME}} to {{END_TIME}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

  1. Template Name – Assign sales agent to Job

Email Subject – New Job Assignment – {{JOB_ID}} for {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Email Body – Hi {{SALES_AGENT_NAME}},

The following Job item has been assigned to you. Please see details below:

Job Id: {{JOB_ID}}

Customer Name: {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Date: {{DATE}}

Location: {{LOCATION_NAME}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

Procurement – Predefined Templates

Procurement – Assignment Notification (Non – Editable)

  1. Template Name – PO Bill to Assign

Email Subject – Purchase Order – Assignment – {{PO_ID}} for {{SUPPLIER_BUSINESS_NAME}}

Email Body – Hi {{BILL_TO_FIRST_NAME}},

The following Purchase Order has been created and assigned to you. Please review and follow-up on the item.

PO Details

Purchase Order: {{PO_ID}}

Supplier: {{SUPPLIER_BUSINESS_NAME}}

Amount: {{PURCHASE_ORDER_TOTAL_PRICE}}

Expected Delivery Date: {{PURCHASE_ORDER_EXPECTED_DELIVERY_DATE}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

  1. Template Name – PO Ship to Assign

Email Subject – Shipment Notification – Assignment – {{PO_ID}} for {{SUPPLIER_BUSINESS_NAME}}

Email Body – Hi {{SHIP_TO_FIRST_NAME}},

Please note that the following Purchase Order is coming your way. PO Details

Purchase Order: {{PO_ID}}

Supplier: {{SUPPLIER_BUSINESS_NAME}}

Amount: {{PURCHASE_ORDER_TOTAL_PRICE}}

Expected Delivery Date: {{PURCHASE_ORDER_EXPECTED_DELIVERY_DATE}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

 

Opportunities – Predefined Templates

Opportunities – Assignments Notification (Non-Editable)

  1. Template Name – Assign Sales Agent to Opportunities

Email Subject – New Opportunity {{OPPORTUNITY_ID}} Assignment in {{OPP_BOARD_NAME}}

Email Body – Hi {{ASSIGNED_RESOURCE_FIRST_NAME}},

The following Opportunity item has been assigned to you. Please see details below:

Opportunity: {{TITLE}}

Opportunity Id: {{OPPORTUNITY_ID}}

Customer: {{CUSTOMER_FIRST_NAME}} {{CUSTOMER_LAST_NAME}}

Forecast Date: {{FORECAST_CLOSE}}.

Thank you.

{{RESOURCE_FIRST_NAME}}

{{BUSINESS_NAME}}

{{RESOURCE_PHONE}}

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