Mail Draft Defaults

Introduction

In WorkBook when creating a new mail draft we automatically try and fill out some of the information based on where in WorkBook you currently are.

This could be filling out the subject with the current job name, or filling the to address with the customer contact.
We also determine where to archive the outgoing mail, allowing you to keep track of full concordances with a customer.

What information and where

Page To mail CC mail Subject Body
JobBook Client Contact Mail <Job Id> – <Job Name>
JobBook Invoicing System Variable: (898) Send invoice by email: recipient email address method Company Setting – 7 Job Invoice <Job Id> – <Job Name>
JobBook Purchase Order Vendor Contact Mail Address <Job Id> – <Job Name>
Resource Book Current Resource Mail <Current Resource Name>
Pipeline Activity Followup <Activity name>
Pipeline Overview <Pipeline Title>
Pipeline Prospects Current Resource Mail
Finance Creditor List Current Creditor Mail
Finance Debtor List Current Debtor Mail
Debtor invoice management Company Setting – 7 Job Invoice
Debtor Invoice Management, Attach Invoices to Email Debtor Mail Company Setting – 7 Job Invoice Company Settings -> Standard Texts -> Email (with invoice) sent from invoice management Company Settings -> Standard Texts -> Email (with invoice) sent from invoice management
Task list Contact Mail Project Manager Mail About <Task Id> – <Task Name>, <Job Name>
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