Allow users to include custom fields in the emails for invoices, payroll, reminders, etc.

serginho
serginho Member Posts: 13 Reckoner Reckoner
edited October 2 in Reckon One Ideas

We have the ability to create custom fields in customers but we cannot reference those custom fields in email templates.

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  • Rav
    Rav Administrator, Reckon Staff Posts: 14,052 Reckon Community Manager Community Manager

    Hi @serginho

    Love the ideas that you've raised in regard to the new invoice experience in Reckon One!

    Would love to get a bit more info from you, how would you like to see custom fields incorporated into the email itself?

    For example, a dynamic tag like you can add currently in the email message? (example below)

    image.png
  • serginho
    serginho Member Posts: 13 Reckoner Reckoner

    @Rav yes! seeing them in the available tags on the right would be great.

    If for some reason you want to differentiate between "system" tags and "custom" tags then add a different symbol or delimiter, entirely up to you guys.

    for example, if I add a "preferredname" custom property, I would like to see it on the right as

    <preferredname> or #preferredname# or <custom_preferredname>, whatever you guys can implement.

    Thanks.

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,052 Reckon Community Manager Community Manager

    Thanks @serginho, great feedback ๐Ÿ™‚

    Just on a separate, but related not to custom fields, we'd love to hear how you're using the new custom fields feature in Reckon One.

    Let us know in the post below and you'll earn an exclusive badge for your Reckon Community account along with bonus points toward this month's Reckon Community Rewards ๐Ÿ™‚

    How are you using Custom Fields in Reckon One?

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