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What custom fields can I use in the Task Title and Details?
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You can use the following Custom fields when you are creating a task in a Collection Path.
Custom Fields Format
All custom fields start with {{ and end with }}
Custom Field Name | Description |
---|---|
{{customerRef}} | The customer reference field, if one exists. E.g. 'CAN001' |
{{customerName}} | The name of the customer. E.g. 'Cannon Supplies Ltd' |
{{contactName}} | The name of the contact at the customer. E.g. 'John Doe' |
Consider the following examples:
- Chase call for {{customerRef}} - {{customerName}}
- Chase call for CAN001 - Cannon Supplies Ltd
- Follow-up with {{contactName}}
- Follow-up with John Doe
- Follow-up with {{customerName}}
- Follow-up with Cannon Supplies Ltd