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Variable List

12,733 bytes added, 19:20, 19 September 2007
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==System-Wide Variables==

'''@now@'''

* Inserts the current date and time

* This can be used in most areas where variables are called

==Web Page View Variables==

'''@currentdate@'''

* Inserts the current system date

==Universal Tracking Application Variables==

<u>'''Level One'''</u>

* '''level 1 name field''' - @name@
* '''level 1 type field''' - @type@
* '''level 1 status field''' - @status@
* '''level 1 start date''' - @startdate@
* '''level 1 end date''' - @enddate@
* '''level 1 contact''' - @contact@
* '''level 1 custom field''' - @customfieldname@
* '''level 2 type field''' - @child.type@
* '''level 2 status''' - @child.status@
* '''level 2 startdate''' - @child.startdate@
* '''level 2 startdate''' - @child.enddate@
* '''level 2 contact''' - @child.contact@
* '''level 2 custom fields''' - @child.customfieldname@


* '''Accounts''' - No variables
* '''Activity List''' - No variables
* '''Application Name''' - @name@
* '''Application Template Type''' - @type@
* '''Branch''' - @branch@
* '''Close Date''' - @closedate@
* '''Contacts''' - No variables
* '''Currency''' - @currency@
* '''Customer''' - @client@
* '''Description''' - @description@
* '''End Date''' - @enddate@
* '''End Time''' - @hour(fullenddate)@:@minute(fullenddate)@
* '''Folders''' - No variables
* '''Modified Date''' - @modifieddate@
* '''Owner''' - @owner@
* '''Probability''' - @probability@
* '''Requirement''' - @requirements@
* '''Revenue''' - @revenue@
* '''Start Date''' - @startdate@
* '''Start Time''' - @hour(fullstartdate)@:@minute(fullstartdate)@
* '''Status''' - @status@
* '''Workflow''' - No variables

<u>'''Level Two Variables'''</u>

* '''Activity Type''' - @type@
* '''Amount''' - @eamount@
* '''Assigned Links''' - No variables
* '''Assigned People''' - @assigned@
* '''Contact Links''' - No variables
* '''Contact People''' - @contact@
* '''Description''' - @description@
* '''Duration''' - @span@
* '''End Date''' - @enddate@
* '''End Hour''' (0-23) - @endhour@
* '''End Hour''' (1-12) - @endh@
* '''End Hour AM or PM''' - @endampm@
* '''End Minute''' - @endminute@
* '''End Time''' - @endhour@:@endminute@
* '''Event ID''' - @eventid@
* '''Follow-up Days''' - No variables
* '''Follow-up Sent''' - No variables
* '''Follow-up Type''' - No variables
* '''Location''' - @location@
* '''Object ID''' (Parent system ID) - @objectid@
* '''Object Type''' - @objecttype@
* '''Owner''' - @owner@
* '''Parent Name''' - @parent.name@
* '''Reminder Days''' - No variables
* '''Reminder Sent''' - No variables
* '''Reminder Type''' - No variables
* '''Root Company ID''' - @rootcompanyid@
* '''Start Date''' - @startdate@
* '''Start Hour''' (0-23) - @starthour@
* '''Start Hour''' (1-12) - @starth@
* '''Start Hour AM or PM''' - @startampm@
* '''Start Minute''' - @startminute@
* '''Start Time''' - @starthour@:@startminute@
* '''Status''' - @status@
* '''Subject''' - @subject@
* '''Updated By''' - @updatedby@ -- Displays system ID, not name
* '''Whole Day Event''' - @isallday@

==Calling a Level One Variable at Level Two==

'''@parent.branch@''' or '''@parent.client@''' will be replaced by company name and other fields can be referenced like this:

* '''@parent.branch.address@'''
* '''@parent.branch.country@'''
* '''@parent.branch.customfield@'''
* '''@parent.firstname@'''
* '''@parent.lastname@'''
* '''@parent.description@'''
* '''@parent.status@'''

whatever fields available for company object.


<u>'''Variables for People'''</u>

* '''First name''' - @firstname@
* '''Last name''' - @lastname@
* '''Full name''' - @name@
* '''Title''' - @title@
* '''Email address''' - @email@
* '''Phone''' - @phone@
* '''Phone extension''' - @uphoneext@
* '''Company name''' - @company@
* '''Address''' - @address@
* '''Address 2''' - @address2@
* '''City''' - @city@
* '''Province''' - @province@
* '''State''' - @state@
* '''Country''' - @country@
* '''Postal code''' - @postalcode@
* '''Owner''' - @owner@
* '''Last updated''' - @modifieddate@
* '''Cost''' - @cost@
* '''Cost unit''' - @costunit@
* '''Type''' - @type@
* '''Resource name''' - @resourcename@
* '''Is contact a resource?''' - @isresource@
* '''Prefix''' - @prefix@
* '''Suffix''' - @suffix@

==When calling on Level 1 and Level 2 information from a Level 2 Workflow==

* '''level 1 name field''' - @parent.name@
* '''level 1 type field''' - @parent.type@
* '''level 1 status''' - @parent.status@
* '''level 2 startdate''' - @parent.startdate@
* '''level 2 startdate''' - @parent.enddate@
* '''level 1 contact''' - @parent.contact@
* '''level 1 custom fields''' - @parent.customfieldname@
* '''level 2 type field''' - @type@
* '''level 2 status field''' - @status@
* '''level 2 start date''' - @startdate@
* '''level 2 end date''' - @enddate@
* '''level 2 contact''' - @contact@
* '''level 2 custom field''' - @customfieldname@


==Parent can be Company, Level 1, Opportunity or Leads==

<u>'''Company'''</u>

* '''Primary Contact''' - @primarycontact@
* '''Company Name''' - @name@
* '''Address''' - @address@
* '''Address 2''' - @address2@
* '''City''' - @city@
* '''Province''' - @province@
* '''State''' - @state@
* '''Postal code''' - @postalcode@
* '''Country''' - @country@
* '''Phone number''' - @phone@
* '''Fax number''' - @fax@
* '''Owner''' - @owner@
* '''Website''' - @website@
* '''Custom fields''' - @customfields@
* '''NAIC Code 1''' - ?
* '''NAIC Code 2''' - ?
* '''Last updated''' - @modifieddate@
* '''Last updated by''' - ?
* '''Associates''' - ?
* '''Category custom fields *Cannot use underscore!''' - Use the field name in @s

==Opportunity, Level 1==

* '''Accounts''' - No variables
* '''Activity List''' - Is not displaying information properly, according to Wiki call guide
* '''Applicants''' - No information on how to call applicants in Wiki
* '''Branch''' - @branch@
* '''Close Date''' - @closedate@
* '''Company field''' - @company.field@
* '''Contacts''' - @contact.rolename.field@
* '''Currency''' - @currency@
* '''Customer''' - @client@
* '''Description''' - @description@
* '''End Date''' - @enddate@
* '''End Time''' - @hour(fullenddate)@:@minute(fullenddate)@
* '''Folders''' - No variables
* '''Opportunity Source''' - @leadsource@
* '''List Job Questions (with combo boxes)''' - @jobquestions@ Only for opportunities that use the recruiting template
* '''List Job Questions (just questions)''' - @jobquestionsr@
* '''List Job Skills''' - @jobskills@
* '''Modified Date''' - @modifieddate@
* '''Number of filled positions''' - @candidatefilled@
* '''Number of open positions''' - @openpositions@
* '''Owner''' - @owner@
* '''Opportunity Name''' - @name@
* '''Opportunity Type''' - @type@
* '''Probability''' - @probability@
* '''Requirements''' - @requirements@
* '''Revenue''' - @revenue@
* '''Start Date''' - @startdate@
* '''Start Time''' - @hour(fullstartdate)@:@minute(fullstartdate)@
* '''Status''' - @status@
* '''Template type number''' - @templatetype@

==Leads==

* '''Status''' - @status@
* '''Campaign''' - Don’t know
* '''Company''' - @name@
* '''Address''' - @address@
* '''Address 2''' - @address2@
* '''City''' - @city@
* '''Province''' - @province@
* '''Country''' - @country@
* '''Postal''' - @postalcode@
* '''Phone''' - @phone@
* '''Fax''' - @fax@
* '''Web Site''' - @website@
* '''NAIC 1''' - Don’t know
* '''NAIC 2''' - Don’t know
* '''First Name''' - @firstname@
* '''Last Name''' - @lastname@
* '''Prefix''' - @prefix@
* '''Suffix''' - @suffix@
* '''Title''' - @title@
* '''(Contact) Phone''' - @contactphone@
* '''Ext.''' - Don’t know
* '''Email''' - @email@
* '''Description''' - @description@
* '''Owner/Owner.field''' - Don’t know
* '''Date Added''' - @dat_added@

==Email Broadcast==

* '''All standard contact fields'''
* '''All standard company fields'''
* '''@rolename.customfield@'''


==Contacts==

* '''First name of contact or lead''' - @firstname@
* '''Last name of contact or lead''' - @lastname@
* '''Title of contact or lead''' - @title@
* '''Email address of contact or lead''' - @email@
* '''Phone number of contact or lead''' - @phone@
* '''Address of contact or lead''' - @address@
* '''City of contact or lead''' - @city@
* '''State/Province of contact or lead''' - @state@
* '''Country of contact or lead''' - @country@
* '''Zip/Postal code of contact or lead''' - @postalcode@
* '''Company name of contact or lead''' - @companyname@
* '''Contact address ? not available for lead''' - @caddress@
* '''Contact city ? not available for lead''' - @ccity@
* '''Contact state/province ? not available for lead''' - @cstate@
* '''Contact country ? not available for lead''' - @ccountry@
* '''Contact postal code ? not available for lead''' - @cpostalcode@
* '''Contact fax ? not available for lead''' - @cfax@
* '''Web site for lead ? not available for contact''' - @cwebsite@
* '''First name of the sender''' - @senderfirstname@
* '''Last name of the sender''' - @senderlastname@
* '''Name of sender company''' - @sendercompany@
* '''E-mail of sender''' - @senderemail@
* '''Phone number of sender''' - @senderphone@
* '''Title of sender''' - @sendertitle@
* '''Current date and time format selected by the user in their personal settings ? long date format''' - @now@
* '''Description field content''' - @objectdescription@


==Roles==

'''@currentuserid@'''

==Custom Fields attached to Roles==

'''@rolename.customfieldname@'''

==Variables available for Report criteria==

* @userid@
* @companyid@

The following variable is used to report on data that is on records in a sub-company
@company.childid(x)@ where x is index of children ordered by name (1,2,3,4,5,6....n)


==Applicant Tracking Email Template Variables==


The following variables are used to create email templates:

<u>'''Job Fields'''</u>

@job.title@ - '''Job title'''.
@job.client@ - '''Associated name of the client'''.
@job.stage@ - '''Status of the job'''.
@job.closedate@ - '''Hiring close date of the job'''.
@job.manager@ - '''Hiring Manger – set on the job page'''.
@job.description@ - '''Job description'''.
@job.type@ - '''Template name for this job'''.
@job.startdate@ - '''Job start date'''.
@job.enddate@ - '''Job end date – contract only'''.
@job.requirements@ - '''Job requirements'''
@job.openpositions@ - '''Number of open positions'''.
@job.applicantfilled@ - '''Number of hired applicants'''.
@job.branch@ Internal branch name associated with this job.
@job.branch.address@ Internal branch address 1.
@job.branch.address2@ Internal branch address 2.
@job.branch.city@ Internal branch city.
@job.branch.state@ Internal branch state/province.
@job.branch.phone@ Internal branch phone number.
@job.branch.country@ Internal branch country.
@job.branch.postalcode@ Internal branch zip/postal code.
@job.branch.website@ Internal branch web site address.
@job.client@ Client name.
@job.client.address@ Client address one.
@job.client.address2@ Client address two.
@job.client.city@ Client city.
@job.client.state@ Client state/province.
@job.client.phone@ Client phone number.
@job.client.country@ Client country.
@job.client.postalcode@ Client zip/postal code.
@job.client.website@ Client web site.
@job.custom@ Custom field associated with the job template. For example @job.additionalinfo@
Applicant Fields

@applicant.firstname@ First name of the applicant.
@applicant.lastname@ Last name of applicant.
@applicant.title@ Title of applicant.
@applicant.email@ Email address of applicant.
@applicant.phone@ Phone number of applicant.
@applicant.address@ Address of applicant.
@applicant.city@ City of applicant.
@applicant.state@ State/Province of applicant.
@applicant.country@ Country of applicant.
@applicant.postalcode@ Zip/Postal applicant.
Hiring Manager Fields

@hiring manager.firstname@ First name of the hiring manager.
@hiring manager.lastname@ Last name of the hiring manager.
@hiring manager.title@ Title of the hiring manager.
@hiring manager.email@ Email address of the hiring manager.
@hiring manager.phone@ Phone number of the hiring manager.
@hiring manager.address@ Address of the hiring manager.
@hiring manager.city@ City of the hiring manager.
@hiring manager.state@ State/Province of the hiring manager.
@hiring manager.country@ Country of the hiring manager.
@hiring manager.postalcode@ Zip/Postal code of the hiring manager.
Sender Fields

@senderfirstname@ First name of the sender.
@senderlastname@ Last name of the sender.
@sendercompany@ Name of sender company.
@senderemail@ Email address of sender.
@senderphone@ Phone number of sender.
@sendertitle@ Title of sender.
@now@ Current date and time format selected by the user in their personal settings - long date format.
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