Document Deadline Reminder
This email is generated when the Reminder is sent from the Document Deadline 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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| Client Name | ${Client} | Contact when sending the document reminder via the Alerts |
| Document Name | ${DocumentName} | Name of the document due |
| Original Subject | ${OriginalSubject} | The original subject used in the email correspondence when documents are first prepared. |
| Due Date | ${DueDate} | The due date for the document before any Late Fee applies |
| 2 weeks from deadline date | ${TwoWeeksPriorDueDate} | The due date for the document before any Late Fee applies plus 2 weeks |
| 1 week from deadline date |
${WeekPriorDueDate} |
The due date for the document before any Late Fee applies plus 1 week |
| Client First Name (including middle name) | ${ClientFirstName} | Contact when sending the document reminder via the Alerts |
| Client Last Name | ${ClientLastName} | Contact when sending the document reminder via the Alerts |
| Client Email | ${ClientEmail} | Contact email when sending the document reminder via the Alerts |
| Remaining Days | ${RemainingDays} | How many days remaining for the document due date |
| Username | ${UserName} | Name of the CAS 360 user |
| Firm Name | ${FirmName} | Name of your firm |
| Company Client Number | ${ClientNumber} | Client Number entered into the Company Info screen. In the Company Info screen, the client number is entered with Client Data |
| Company Name | ${CompanyName} | Name of the company appearing in the Company Screen |
| Client Reference number | Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data | |
| Company Label | ${CompanyLabels} | Name of the label attached to the company |
| Client title (if one exists) | ${ClientSmartTitle} |
CAS 360 will use the title and the surname 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 title has been entered, CAS 360 will display the title and surname of the contact (e.g. Mr Jones). |
| Client First Name Only | ${ClientFirstNameOnly} | Contact when sending the document reminder via the Alerts |
| Client First Name Only in Proper Case |
${ClientFirstNameOnlyProperCase} |
The recipient Contact when sending the document reminder via the Alerts in Proper Case |
| ACN | ${CompanyNumber} | ACN appearing in the General Details screen |
| 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 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). |
| 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 |
${Reference}