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These are the objects and tags that are available for the Quote canned email. For a detailed outline of how to properly read this chart and access tags within this canned email, start here.
Chart
| Root Models | Objects Available | Link to Object Tags | |||||
| Report Meta | Report Meta Tags | ||||||
| Recipient | Email Participant Tags | ||||||
| Sender | Email Participant Tags | ||||||
| Customer | Customer Tags | ||||||
| Accounts Payable | Contact Tags | ||||||
| Tags | N/A | ||||||
| Balances | Customer Balances Tags | ||||||
| Billing Location | Location Tags | ||||||
| SalesRep | Employee Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Tags | N/A | ||||||
| Orders | Order Tags | ||||||
| Billing Location | Location Tags | ||||||
| Contact | Contact Tags | ||||||
| Tags | N/A | ||||||
| CSR | Employee Tags | ||||||
| Customer | Customer Tags | ||||||
| Accounts Payable | Contact Tags | ||||||
| Tags | N/A | ||||||
| Balances | Customer Balances Tags | ||||||
| Billing Location | Location Tags | ||||||
| SalesRep | Employee Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Tags | N/A | ||||||
| Entry Allocations | Order Entry Allocation Tags | ||||||
| Entry | Entry Tags | ||||||
| Generic Notes | Note Tags | ||||||
| Invoice Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| OrderItems | Order Item Tags | ||||||
| AssignedTo Employees | Employee Tags | ||||||
| Budget | Budget Tags | ||||||
| Commissions | Commission Tags | ||||||
| Commission Payment | Commission Payment Tags | ||||||
| Employee | Employee Tags | ||||||
| CustomerGood | Customer Good Tags | ||||||
| Department Items | Department Item Tags | ||||||
| Files | File Tags | ||||||
| Finishing Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NotesTypes | N/A | ||||||
| FinishSize | Dimension Tags | ||||||
| FlatSize | Dimension Tags | ||||||
| GenericNotes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| GraphicArtist | Employee Tags | ||||||
| GraphicNotes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Group | Group Line Item Tags | ||||||
| Assigned To Employees | Employee Tags | ||||||
| Budget | Budget Tags | ||||||
| Commissions | Commission Tags | ||||||
| Commission Payment | Commission Payment Tags | ||||||
| Employee | Employee Tags | ||||||
| Customer Good | Customer Good Tags | ||||||
| Department Items | Department Item Tags | ||||||
| Files | File Tags | ||||||
| Finishing Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| FinishSize | Dimension Tags | ||||||
| FlatSize | Dimension Tags | ||||||
| Generic Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| GraphicNotes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| OrderDue Option | Order Due Option Tags | ||||||
| Outsourced Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| PreCutTo | Dimension Tags | ||||||
| Press | Press Tags | ||||||
| PressNotes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| PreviousItem | Previous Item Tags | ||||||
| Product | Product Tags | ||||||
| Proof | Proof Tags | ||||||
| File | File Tags | ||||||
| QuotePrices | Quote Price Tags | ||||||
| Reservations | Purchase Order Item Reservation Tags | ||||||
| RunSize | Dimension Tags | ||||||
| Selected QuotePrice | Quote Price Tags | ||||||
| ShippingNotes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| Note Types | Note Tags | ||||||
| Side1 | Side Tags | ||||||
| Ink | Ink Tags | ||||||
| Side2 | Side Tags | ||||||
| Ink | Ink Tags | ||||||
| Statuses | Order Item Status Tags | ||||||
| Stock | Stock Tags | ||||||
| Size | Size Tags | ||||||
| Supplier | Supplies Tags | ||||||
| Billing Location | Location Tags | ||||||
| Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Shipping Location | Location Tags | ||||||
| Tags | N/A | ||||||
| Tags | N/A | ||||||
| Tags | N/A | ||||||
| VendorQuotes | Vendor Quote Tags | ||||||
| Contact | Vendor Contact Tags | ||||||
| Billing Location | Location Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Vendor | Vendor Tags | ||||||
| Billing Location | Location Tags | ||||||
| Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Vendor Quotes | Vendor Quote Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Tags | N/A | ||||||
| Items | Order Item Tags | ||||||
| AssignedTo Employees | Employee Tags | ||||||
| Budget | Budget Tags | ||||||
| Commission | Commission Tags | ||||||
| Commission Payment | Commission Payment Tags | ||||||
| Employee | Employee Tags | ||||||
| CustomerGood | Customer Good Tags | ||||||
| Department Items | Department Item Tags | ||||||
| Files | File Tags | ||||||
| FinishingNotes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| FinishSize | Dimension Tags | ||||||
| FlatSize | Dimension Tags | ||||||
| GenericNotes | Note Tags | ||||||
| CreatedBy Employees | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| GraphicArtist | Employee Tags | ||||||
| GraphicNotes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| OrderDue Option | Order Due Option Tags | ||||||
| Outsourced Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NotesTypes | N/A | ||||||
| PreCutTo | Dimension Tags | ||||||
| Press | Press Tags | ||||||
| PressNotes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NotesTypes | N/A | ||||||
| PreviousItem | Previous Item Tags | ||||||
| Product | Product Tags | ||||||
| Proof | Proof Tags | ||||||
| File | File Tags | ||||||
| QuotePrices | Quote Price Tags | ||||||
| Reservations | Purchase Order Item Reservation Tags | ||||||
| RunSize | Dimension Tags | ||||||
| SelectedQuote Price | Quote Price Tags | ||||||
| Shipping Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Side1 | Side Tags | ||||||
| Inks | Ink Tags | ||||||
| Side2 | Side Tags | ||||||
| Inks | Ink Tags | ||||||
| Statuses | Order Item Status Tags | ||||||
| Stock | Stock Tags | ||||||
| Size | Size Tags | ||||||
| Supplier | Supplies Tags | ||||||
| Billing Location | Location Tags | ||||||
| Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Shipping Location | Location Tags | ||||||
| Tags | N/A | ||||||
| Tags | N/A | ||||||
| Tags | N/A | ||||||
| Vendor Quotes | Vendor Quote Tags | ||||||
| Contact | Vendor Contact Tags | ||||||
| Billing Location | Location Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Vendor | Vendor Tags | ||||||
| Billing Location | Location Tags | ||||||
| Notes | Note Tags | ||||||
| Created By Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Vendor Quotes | Vendor Quote Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Tags | N/A | ||||||
| OrderDue Option | Order Due Option Tags | ||||||
| Outsourced Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| PreCutTo | Dimension Tags | ||||||
| Press | Press Tags | ||||||
| PressNotes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Previous Item | Previous Item Tags | ||||||
| Product | Product Tags | ||||||
| Proof | Proof Tags | ||||||
| File | File Tags | ||||||
| QuotePrices | Quote Price Tags | ||||||
| Reservations | Purchase Order Item Reservation Tags | ||||||
| RunSize | Dimension Tags | ||||||
| SelectedQuote Price | Quote Price Tags | ||||||
| Shipping Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Side1 | Side Tags | ||||||
| Inks | Ink Tags | ||||||
| Side2 | Side Tags | ||||||
| Inks | Ink Tags | ||||||
| Statuses | Order Item Status Tags | ||||||
| Stock | Stock Tags | ||||||
| Size | Size Tags | ||||||
| Supplier | Supplies Tags | ||||||
| Billing Location | Location Tags | ||||||
| Notes | Note Tags | ||||||
| Created By Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Shipping Location | Location Tags | ||||||
| Tags | N/A | ||||||
| Tags | N/A | ||||||
| Tags | N/A | ||||||
| Vendor Quotes | Vendor Quote Tags | ||||||
| Contact | Vendor Contact Tags | ||||||
| Billing Location | Location Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Vendor | Vendor Tags | ||||||
| Billing Location | Location Tags | ||||||
| Notes | Note Tags | ||||||
| Created By Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Shipping Location | Location Tags | ||||||
| Tags | N/A | ||||||
| Order Payments | Order Payment Tags | ||||||
| Payment | Payment Tags | ||||||
| Previous Order | Previous Order Tags | ||||||
| Receiver | Employee Tags | ||||||
| SalesRep | Employee Tags | ||||||
| Shipments | Shipment Tags | ||||||
| Billing Location | Location Tags | ||||||
| Origin Location | Location Tags | ||||||
| Parcels | Parcel Tags | ||||||
| ParcelOrder Items | Parcel Order Item Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Taxes | Shipment Tax Tags | ||||||
| Shipping Location | Location Tags | ||||||
| Shipping Notes | Note Tags | ||||||
| CreatedBy Employee | Employee Tags | ||||||
| NoteTypes | N/A | ||||||
| Shipping Types | Shipping Type Tags | ||||||
| Status | Order Status Tags | ||||||
| Tags | N/A | ||||||
| Taxes | Order Tax Tags | ||||||