Template texts

Use the Template texts form to define standard texts for each text code in different languages. You can then use Alt + Up Arrow to copy them to the Memo and Texts tabs, or use them in emails for sending documents.

You can add as many template texts as you want to a text code, as long as they all have a different language code. If you are creating an all-new text, create a new text code.

The text format determines where you can use the text and which formatting options are available:

When you create a template text, the text will automatically have the text format defined on the Texts form. If you change the text format on the Texts form, it will not affect any existing template texts.

If you select 'HTML' as the text format, you can add a hyperlink to a web page to the template text. The recipient can then open your company website, for instance, simply by clicking some text or an image (see "Adding images" below) in your email. To add a hyperlink:

You can add images to template texts in HTML format. You could, for example, add your company logo to your email. Use

or the copy and paste options to add an image. See the section "Adding hyperlinks" above for information about linking an image to a web page.

You can personalize template texts by using placeholders that are replaced by data stored in Isah when you apply the template text. For example, you can add a time stamp placeholder. As soon as you apply the template text on the Memo tab, the current date and time are filled in automatically. This time stamp enables you to see when the memo text was created.

Template texts for email messages offer even more options for personalizing the message, both in the subject line and in the email body. For example, you can address the recipient personally in the salutation, and reference the sales offer, purchase order, or other documents. You can use placeholders provided by Isah. You can use a script on the Document delivery method form to change those default placeholders or use your own placeholders.

Note: The value selected for a placeholder depends on the entity for which the email is intended. For example, the recipient of a sales offer is the contact specified on the sales offer, the recipient of a purchase reminder is the contact specified on the Supplier card tab of the Suppliers form, etcetera.

Example of personalized email body with placeholders:

Template text with placeholders

Example of personalized email body based on template text

<%sysdate%>

Dear <%salutation%>,

Thank you very much for your request. Please find attached our offer <%entitycode%> for the supply of '<entitydescription>'.

Kind regards,

<%senderformal%>

<%senderteam%> department

May 21, 2017

Dear Mr G. Carpenter,

Thank you very much for your request. Please find attached our offer 0965000 for the supply of 'Packaging machine frame, 30 inch'.

Kind regards,

Mr A.F. Adams

Sales department

If an email body contains placeholders, the default values are retrieved automatically. If you want the email body to be filled with different values, you can have the alternative value filled in by a script. For example, you could compose a salutation in French or German, or add information such as the order reference. It is also possible to use a script to create your own placeholder that is displayed for a sales offer, for instance, but not for a sales order. The following script contains the code for the examples above.

You can create a script on the Scripts form, and you call it on the Document delivery method form. For each delivery method, you can specify a script.

Sample script

sub BeforeProcessPlaceHolders(EntityType, Id, LangCode, PlaceHolders)

dim sSQL

dim oQry

' EntityType Entity Table Id

' ---------- ------ ----- --

' 1 Sales offers T_DossierMain DossierCode

' 2 Sales orders T_DossierMain DossierCode

' 3 Sales invoices T_InvoiceMain InvCode

' 4 Shipping notes T_ShippingMain ShipDocCode

' 5 Purchase offers T_PurchaseDocument PurDocCode

' 6 Purchase orders T_PurchaseDocument PurDocCode

' 7 Suppliers T_Vendor VendorId

' 8 Shipping notes for external operations T_ShippingExtOperMain ShipExtOperCode

' Available standard placeholders

' -------------------------------

' SysDate

' SysTime

' SysDateTime

' SysUsername

' Salutation

' EntityCode

' EntityDescription

' EntityReference

' SenderFormal

' SenderInformal

' SenderJobDescription

' SenderTeam

' SenderEmail

' SenderMobilePhone

' SenderOfficePhone

' SalutationName

' SalutationBeginning

' SalutationDegree

' SalutationFirstName

' SalutationInitials

' SenderName

' SenderBeginning

' SenderDegree

' SenderFirstName

' SenderInitials

' RelationCode

' RelationName

' RelationNameExt

' Using standard placeholder.

select case LangCode

case "NL" sSalution = "Geachte "

case "EN" sSalution = "Dear "

case "DE" sSalution = "Sehr geehrte Frau/Sehr geehrter Herr "

case else sSalution = "??? "

end select

PlaceHolders.Values("Salutation") = sSalution + PlaceHolders.Values("Salutation")

' Using standard placeholder in combination with query.

if EntityType = 1 then

sSQL = "SELECT 'OrdType' = OrdType FROM dbo.T_DossierMain WHERE DossierCode = '" + Id + "'"

set oQry = Application.DataBase.CreateQuery(sSQL)

oQry.Open

sOrdType = oQry("OrdType").Value

oQry.Close

PlaceHolders.Values("EntityReference") = PlaceHolders.Values("EntityReference") + ", " + sOrdType

end if

' Using custom placeholders.

if EntityType = 1 then

PlaceHolders.Values("CustomPlaceHolder") = "This is a purchase offer."

end if

end sub

Placeholder:	Replacement value
<%sysdate%>	Current date (system date)
<%systime%>	Current time (system time)
<%sysdatetime%>	Current date and time (system date and time)
<%sysusername%>	User: the initials and surname of the employee linked to the user

Placeholder:	Replacement value
<%salutation%>	Salutation, initials and surname of the recipient, for example 'Dear Mr G. Carpenter'
<%salutationname%>	Surname of the recipient
<%salutationbeginning%>	Salutation of the recipient
<%salutationdegree%>	Title of the recipient
<%salutationfirstname%>	First name of the recipient
<%salutationinitials%>	Initials of the recipient
<%relationcode%>	Customer or supplier code
<%relationname%>	Customer or supplier name
<%relationnameext%>	Additional text from the second line of the customer or supplier name
<%entitycode%>	The code of the entity from which you start the Send documents process, for example '0965000' for a sales offer or purchase order
<%entitydescription%>	Description of the entity, for example 'Packaging machine frame, 30 inch'. If an entity has no description, the placeholder is not replaced by an actual value.
<%entityreference%>	Reference of the entity. If an entity has no reference, the placeholder is not replaced by an actual value.
<%username%>	Initials and name of the sender: always the logged in user
<%sendername%>	Name of the sender: the logged in user, sales employee or purchase employee
<%senderbeginning%>	Salutation of the sender
<%senderformal%>	Salutation, initials and surname of the sender
<%senderfirstname%>	First name of the sender
<%senderinitials%>	Initials of the sender
<%senderinformal%>	First name and last name of the sender
<%senderdegree%>	Title of the sender
<%senderjobdescription%>	Position of the sender
<%senderteam%>	Department of the sender (Team field)
<%senderemail%>	Email address of the sender
<%sendermobilephone%>	Mobile telephone number of the sender
<%senderofficephone%>	Work telephone number of the sender (Office field)