Variable List

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

Level One

• 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

Level Two Variables

• 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.

Variables for People

• 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

Company

• 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:

Job Fields

@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.