Maintain Mail Templates

Field

Description

Mail template Id

This Id can be up to 25 characters in length and should be unique within the system. If you enter an Id that already exists in the system, the record will be pulled from the system and can be edited.  Otherwise a new record will be created.

Click here for information on how to use the record Id field.

Use for Mobile Dispatch

If checked will be used for mobile devices and dispatchers to communicate, if not checked will not be used for mobile communication If checked other options will disappear.

Sort Order

Use this numeric field to give certain templates more "weight." For example, more relevant templates should be assigned lower numbers so that they appear near the top of the template list on the mobile devices

Sender email Address

Enter the email address from which this template will be sent from. You can create separate invoice templates for customers that may come from different email than the main account. If left blank, Invoices will come from Main email account that is defined.

Sender Name

Enter the name that will show up as who sent the invoice.

To: CC:BC

These fields can be used to send emails to certain people other than the customer who is set to receive. Example, you can include your accounting department email address.

Subject

Message subject.

Body

Create a skeleton of what exactly needs to be sent in the body of the message so that the driver can fill in the required information.

Description of tag

Format of the specific tag

Font Size

<font size="1">This is really tiny text.</font>

Description of tag

Format for the specific tag

Invoice Id

{InvoiceId}

Shipment Id

{ShipmentId}

Reference Id 1

{ReferenceId1}

Reference Id 2

{ReferenceId2}

Reference Id 3

{ReferenceId3}

Reference Id 4

{ReferenceId4}

Reference Id 5

{ReferenceId5}

Customer ID

{CustomerId}

From City(Pickup location)

{FromMunicipality}

From State(Pickup State)

{FromAdministrativeArea}

To City(Delivery Location)

{ToMunicipality}

To State(Delivery State)

{ToAdministrativeArea}

Bill By Company

{BillByCompany}

Timestamp of when invoice was posted in local time.

{UtcNowMMddyyyyHHmmss}

Will display invoice number with no “IN-” prefix.

{InvoiceIdTrimed}

Will display full number without dashes.

{InvoiceIdNoDash}

Will display remove the beginign IN- and the trailing -xx from the invoice number.

{InvoiceShort}

Date

{Date}

Driver

{DriverId}

Description of tag

Format for the specific tag

Invoice Id

{InvoiceId}

Invoiced on Date (mm/dd/yyy)

{InvoicedOn}

Settlement Id

{SettlementId}

Shipment Id

{ShipmentId}

Shipment Status

{ShipmentStatus}

Reference Id 1

{ReferenceId1}

Name of reference field 1

{ReferenceId1Caption}

Reference Id 2

{ReferenceId2}

Name of reference field 2

{ReferenceId2Caption}

Reference Id 3

{ReferenceId3}

Name of reference field 3

{ReferenceId3Caption}

Reference Id 4

{ReferenceId4}

Name of reference field 4

{ReferenceId4Caption}

Reference Id 5

{ReferenceId5}

Name of reference field 5

{ReferenceId5Caption}

From City(Pickup location)

{FromMunicipality}

From State(Pickup State)

{FromAdministrativeArea}

To City(Delivery Location)

{ToMunicipality}

To State(Delivery State)

{ToAdministrativeArea}

Bill By Company

{BillByCompany}

Customer Id

{CustomerId}

Trip Id

{TripId}

Trailer Id

{TrailerId}

Driver Id

{DriverId}

Live tracking

{LiveTrackingUrl}