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)
- 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)
- 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}}
- 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)
- 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}}
- 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)
- 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}}
- 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)
- 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}}