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Notification Template - Customer Bill-to Account Info

  • 21 June 2023
  • 3 replies
  • 71 views

Userlevel 1

Hi,

I need to change the attention field on an email notificaiton template.
I need to include the bill-to info → account name
However, everything I try only gives the account info → account name
Is it possible to get to the bill-to info account name in an notification template?
 
These are all of the fields I have tried and do not work - 
 
((DefaultCompanyContact.FullName))
((DefaultCompanyContact.BAccountID))
((Customer.DefContactID.FullName))
((DefaultCompanyContact.MemberName))
((DefaultCompanyContact.FullName))
((Customer.AcctName))
((Customer.BillCustomerID))
((Customer.BillLocationID.Descr))
((Customer.BillLocationID.DefContactID.FullName))

 

((Customer.BillLocationID.DefContactID.MemberName))

 

((Customer.BillLocationID.DefContactID.BAccountID))

 

((Customer.BillLocationID.DefContactID.BAccountID.SendInvoicesTo))

 

((Customer.BillLocationID.DefContactID.BAccountID.BillCustomerID))
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Best answer by matt hoss 21 June 2023, 14:14

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Userlevel 7
Badge +12

I believe you are after this filed  ((Billing_Contact.FullName))

Just in case you are not aware press the Insert>Datafields and you can select what you need you dont need to be trying to work out syntax for the field names

 

Userlevel 7
Badge +12

Hello @matt hoss 

I created a Generic inquiry with Customer and contact table and able to get the attention in the template.

Please find the Attached GI and Business events

 

Userlevel 1

@dcomerford I tried that field, however it did not pull in either. Yes, I am using Insert>Datafields 

It’s screenid = AR503500 and Build 21.107.0023

Tried again and was able to get it to fill with - ((CustomerDefaultBillingContact.FullName))

 

I’m not sure why it didn’t work before, but it’s working now.

Thanks!

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