This email is generated when selecting Send Now through the Director ID alert
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Description
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Code
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Where is this information in CAS 360?
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| Firm Name | ${FirmName} | The firm name entered into the Email Settings screen |
| Agent Email | ${AgentEmail} | Email of the agent attached to the company. The email can be entered/found in the Lodgement/Agent Settings screen |
| List of Companies |
${CompanyNameList} |
Companies that the Client has been recorded as a director in CAS 360 |
| Today's Date | ${Date} | Today's Calendar date. This code can also be used in the email subject. |
| Client Casual Name | ${ClientCasual} |
CAS 360 will use the Casual name entered in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). If the above merge fields are used, it will display the Casual Name and Last name (if a casual name is entered). If no casual name is entered, it will display the First Name and Last Name. |
| Client Casual Name in Proper Case | ${ClientCasualProperCase} |
CAS 360 will use the Casual name entered in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). |
| Client First Name | ${ClientFirstName} | Contact when sending the document for review. |
| Client First Name Only | ${ClientFirstNameOnly} |
Contact when sending the document for review. The following logic will be used for ${ClientFirstNameOnly} merge fields: |
| Client First Name Only in Proper Case | ${ClientFirstNameOnlyProperCase} | Contact when sending the document for review. |
| Manager Name | ${ManagerName} | Manager contact selected in the General Details screen |
| Manager Name in Proper Case | ${ManagerNameProperCase} | Manager contact selected in the General Details screen |
| Manager First Name and Surname only | ${ManagerFirstNameSurnameOnly} | Manager appearing in the General Details screen |
| Manager First Name and Surname only Proper Case | ${ManagerFirstNameSurnameOnlyProperCase} | Manager appearing in the General Details screen |
Company Contact Codes
The following codes relate to the Company Contact selected in the General Details screen.
| Description | Code |
| Company Contact Name | ${CompanyContactName} |
| Company Contact Name in Lower Case | ${CompanyContactNameLowerCase} |
| Company Contact Name in Proper Case | ${CompanyContactNameProperCase} |
| Company Contact Name in Upper Case | ${CompanyContactNameUpperCase} |
| Company Contact First Name | ${CompanyContactFirstName} |
| Company Contact First Name in Lower Case | ${CompanyContactFirstNameLowerCase} |
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Company Contact First Name in Proper Case |
${CompanyContactFirstNameProperCase} |
| Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |
| Partner Name | ${PartnerName} | Partner appearing in the General Details screen |
| Partner Name, Proper Case | ${PartnerNameProperCase} | Partner appearing in the General Details screen |
| Partner First Name and Surname only | ${PartnerFirstNameSurnameOnly} | Partner appearing in the General Details screen |
| Partner First Name and Surname only Proper Case | ${PartnerFirstNameSurnameOnlyProperCase} | Partner appearing in the General Details screen |
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Director ID Due Date (e.g. 03/04/2022) |
${DirectorIdDueDate} | Due date as per Director ID Alert. |
| Director ID Due Date (e.g. Sunday, 3 April 2022) | ${DirectorIdDueDateWithNameOfDay} | Due date as per Director ID Alert. |
| Director ID Due Date (e.g. 3 April 2022) | ${DirectorIdDueDateNoCommas} | Due date as per Director ID Alert. |
| Director ID Due Date (e.g. 3 April, 2022) | ${DirectorIdDueDateDdMmmmYyyy} | Due date as per Director ID Alert. |