List of dynamic fields available in email template for se...

We want to auto email ledger statements to all our customers and vendors with custom content. We do not want to use default content with which emails go automatically from system. The purpose is to request customers and vendors to match the balance as per their record with our statement as on closing of 30/09/2023. The list of dynamic fields for use in PDF is there, but I do not see the list of fields that is available in the email. For this email we want to add more information in the email body and in subject so that for those parties who fined the balance correct do not need to open the PDF. 
We also want to make use of the contact forms module in Tuhund so that people who want to dispute or give any other information can do so by clicking the link in the email, we we get it in actionable form in our system. Preferable auto-assign to concerned person in our company.
This will be really of great help for consolidation of our books of accounts and matching with other parties.

A quick reply will be highly appreciated. We would very much like to start sending account statements from tomorrow. We will send in batches. First all customers, then all vendors and finally all other parties. 

Dear Omer

For such tasks, you should just raise a service request. Our support team will help you out with the entire process. They might even be able to give you more ideas or suggestions. 

All dynamic fields for a PDF template for any entity are also available in the respective email template. You can open the pdf template editor, copy all the fields in a note pad and use whatever fields are needed in the email. For the specific email that you are talking about, you can even embed entire account statement in the email, if you want. This is generally not a preferred way but in special cases, you might want to consider. When you are tigering this job, please remember to select the dates from the filter ribbon. The default value for the "till date" filter is current date. Since you want to send the statement will September 30, please change it accordingly.

For the custom content, it is better to create a separate email template customized to this specific need. Once this job is done, you can deactivate it and activate again if a similar job is to be repeated in future.

You can easily make use of contact forms module for managing response. You will need to create forms based on handling teams and embed the form link in the email. You can even embed in the PDF, as a link or as QR code. Tuhund contact forms module is very versatile and can help with automation or semi-automation of a large number of tasks.

P.S: You are talking about sending over 36 thousand email, most with heavy attachment. It would be better to spread them with not more than 3 to 4 thousand emails per day. 

Thanks for the quick response. We are more or less very close. Email is going fine with all required data. Contact for is also opening and after filling the data it is auto-assigned to the respective person in each branch.

The question is, in the contact form also some data should be auto filled and in fact readonly or hidden. For example account number and account name. Name and email should also be auto-populated but with option for the user to edit. How can we achieve this?

This is where you might need help from Tuhund Support. 

Since you are trying to do everything yourself, which we deeply appreciate, let me tell you how to do it.

1. You will need to bundle all such data in json array. Even if it is single field, you will need to put it in array. For each element in the array, which is json object, there are 4 keys. 

• name
• value
• display
• readonly

name and value are mandatory. display and readonly are hidden. Example of the object is
{name:"email",value:"support@tuhund.com",readonly:true}

Name will have to exactly match the field name in the form fields. 

2. Append the array preceded by a forward slash surrounded by and tags to the link.
For Example

https://dev.tuhund.com/API/v2/20101/7yraaeat/[
{name:"email", value:"support@tuhund.com", readonly:true},
{name:"subject", value:"Account Number #!ACCOUNTNO!# #!ACCOUNTNAME!# reconciliation", display:"none"}]

The hyperlink in your email will look something like this:

https://dev.tuhund.com/API/v2/20101/7yraaeat/_Z384j653pFY4y65769648F
Q64erAN1F6eO84769yO8N4K4M5f75K68LKM8o9K853s3I8i41N5x40Rf76
76F5438LO3seO9BV47K857G8QR386mlF5649764yM8qOBiG4gKrAN9F5
eN8i6Fp4K41M5L8eoKS385Hb464y5qP47K3G956845C2S2Jj53f57f5w7B8
568G9AD69p8go2Js8j73f57v5oQ52gGi568469LM47976541N5em4BY5ePP
F3KL6KFuIa38N
6D7LNe1FP9m2A593o76"j73853Z_

In the form, email will be pre-populated as support@tuhund.com and the field will be read-only. subject will be "Account Number 1245 ECS Business Software Solutions reconciliation"

You can add any number of fields.

What happens to the default subject and default message configured on the contact form level?

They are overwritten.