Email Templates

TaskCollect’s includes email capabilities with more advanced features then standard NetSuite email templates.

TaskCollect’s email templates do however utilise the same html and freemarker technologies to generate pixel perfect email content.

Navigate: TaskCollect > Setup > E-mail Templates

Data Accessible within Email Templates

TaskCollect email templates can source email body content from a wide range of information associated with the collections process:

Customer record,
Contact records,
Invoices transactions,
Promise to Pay records,
Dispute records,
the current Action of the Collection Procedure.

Data Variables

Record Type	Render Type	Email Template Variable	Comments
Customer	object	customer	The entire record available.
Contact	object	contact	The entire record available.
Invoices	object	invoices	Invoices is an object containing one or more arrays of invoices.
Invoices	array	invoices.selected	Array of Invoices associated with the email. Available attributes: Document Number {tranid} PO # {otherrefnum} Date {trandate} Terms {terms} Due Date {duedate} Currency {currency} Amount {amount} Amount Paid {amountpaid} Amount Remaining {amountremaining}
Promise	object	promise	The entire record available.
Dispute	object	dispute	The entire record available.
Invoice Clip Action	array	calls	this variable contains an array of data relating to call completed within the collection process.

Examples

Including Customer record information

HTML

Dear <#if contact.firstname?has_content>
  ${contact.firstname}
<#else>
  ${customer.companyname}
</#if>

Including Contact record information

HTML

Dear <#if contact.firstname?has_content>
  ${contact.firstname}
<#else>
  ${customer.companyname}
</#if>

Including a list of Invoice document numbers

HTML

<#list invoices.selected as invoice>
  ${invoice.tranid}<#sep>, </#sep>
</#list>

Including a table of Invoice transaction information

HTML

<#list invoices.selected as invoice>
  <tr class="invoiceRow">
    <td class="invoiceCell">${invoice.tranid}</td>
    <td class="invoiceCell">${invoice.otherrefnum}</td>
    <td class="invoiceCell">${invoice.trandate}</td>
    <td class="invoiceCell">${invoice.terms}</td>
    <td class="invoiceCell">${invoice.duedate}</td>
    <td class="invoiceCell">${invoice.amount}</td>
    <td class="invoiceCell">${invoice.amountremaining}</td>
  </tr>
</#list>