Getting Started


If you are new to the HTML document/canned email tag system, you can get an overview of tags, objects and loops here


Accessing The Customer Object


Access to this object is dependent on what document or canned email type you are trying to access the object from. Start by finding the document or canned email type you are working with from the links provided below. Follow the chart for your specified document or canned email type to see if the object is accessible, and if so, where it is located.  You may need to use a combination of loops and/or chaining to access this object. 


HTML Tags by Document Type

HTML Tags by Email Type


Accessing The Customer Tags


Assuming you have access to the Customer object, you must do one of the following:


1. Prefix the object's name to the required tag

2. If the tag contains an 'Additional Sub Object', then the tag must prefix the sub-object tag and suffix the object

3. If the tag is a list type, then the tag must be looped. The sub-object tags should be nested within the loop. 

4. If the object itself is a list type, then the object must be looped. The tags and/or sub-object tags should be nested within the loop.

5. If the object itself and the sub-object are list types, then both objects must be looped. The sub-sub-objects tags and/or objects should be nested within the loop.


Here is a chart displaying these use cases.


 
SyntaxExample
1
{{Customer.TagName}}
{{Customer.Name}}
2
{{Customer.TagName.SubObjectTagName}}{{Customer.ShippingLocation.City}}
3
 
<!-- {{#each Customer.TagName}} -->
        {{SubObjectTagName}} <br />
<!-- {{/each}} -->
  
 
<!-- {{#each Customer.Transaction}} -->
        {{Date}} <br />
<!-- {{/each}} -->
  
4
 
<!-- {{#each Customers}} -->
        {{TagName}} <br />
<!-- {{/each}} -->
 
 
<!-- {{#each Customers}} -->
        {{Number}} <br />
<!-- {{/each}} -->
 
  5
<!-- {{#each  Customers}} -->
  <!-- {{#each  TagName}} -->
          {{SubObjectTagName}} <br />
  <!-- {{/each}} -->

<!-- {{/each}} -->


<!-- {{#each  Customers}} -->
  <!-- {{#each  Orders}} -->
          {{Number}} <br />
  <!-- {{/each}} -->

<!-- {{/each}} -->


Customer Tags Available


Tag NameDescriptionTypeSub Object
AccountsPayableThe tags relating to a contact can be accessed for the contact who is set as the accounts payable contact on the customer.
Contact Tags
AccountsPayableContactIdThe id of the accounts payable contact set on the customer.Guid
BalancesThe tags relating to balances can be accesses for the customer.
Customer Balances Tags
BarcodeA barcode can be generated to populate the url to the customer.Text
BillingLocationThe tags relating to a location can be accessed for the default billing location input on the customer.
Location Tags
CreditLimitThe credit limit value that has been setDecimal Value
ExternalIdThe external id that was input on the customer.Text
IdThe id of customer.Guid
InvoiceDeliveryThe invoice delivery that has been selected on the customer.Text
LastOrderDateThe date of the most recent order that this customer has been attached toDate/Time
NameThe name of the customer that has been input on the customer.Text
NumberThe number that was assigned to the customer on creation.Number
OrdersThe tags relating to an order can be accessed for orders belonging to the customer.ListOrder Tags
PaymentTermsThe payment term that has been selected on the customer.Text
RequiresPurchaseOrderTrue if the customer is set to a require a PO, False if they do not require one.True/False
SalesRepThe tags relating to a employee can be accessed for the employee who is set as the sales rep on the customer.

Employee Tags
SalesRepIdThe id of the sales rep employee set on the customer.Guid
ShippingLocationThe tags relating to a location can be accessed for the default shipping location input on the customer.
Location Tags
SinceDateThe date they became a customer.Date/Time
TagsA list of the tag (names) applied to the customer.List
TaxExemptNumberThe tax exempt number that has been input on the customer.Text
TransactionsThe tags relating to transaction records can be accessed for posted orders, entries and payments for the customer.ListTransaction Tags
UrlPathThe url to the customer.Text