Setting up email client statements templates
All clients in Ajera are assigned a Default template in 
> Setup > Clients. If you are using Cloud-based Outlook for Windows and want a signature included with your email, you will need to set one up in the template.
Before you begin
- Verify your role has the proper security settings to create email client statement templates.
To set up email client statement templates
- From the > Setup menu, select General > Email Client Statements Templates.
- To edit an existing template, click
> Edit.
- To create a new template, click New.
- Enter a name for the template.
- For the following fields, select an available column (see below) or enter text:
| Note: |
Commonly used html tags can be used. Example: <b></b> to bold or <i></i> to italicize. |
- Subject Line
- To
- Cc
- Bcc
- Email Body
| Available columns | Description |
| People | |
| Client Contact 1,2,3,4,5 Name | The name of the contact people associated with the client statement |
| Client Contact 1,2,3,4,5 First Name | The first name of the contact person associated with the client statement |
| Client Contact 1,2,3,4,5 Last Name | The last name of the contact person associated with the client statement |
| Client Contact 1,2,3,4,5 Email | The email of the contact people associated with the client statement |
| Current User Name | The name of the current user |
| Current User Email | The email of the current user |
| Current User Title | The title of the current user |
| Logos | |
| Report Logo | The logo used for the report |
| Report Logo Display Size |
This allows you to adjust the logo size if the logo appears too large or too small on the invoice. By default, the column displays as [Report Logo Display Size]{width:300}. Change the 300 to adjust the size. |
| Dates | |
| Current Date | Today's date |
| Statement Date | The date on the statement |
| General Information | |
| Client Name | The name of the client |
| Client Email | The client's email address |
| Client Address 1 | The first line in the main address for the client |
| Client Address 2 |
The second line in the main address for the client Examples: suite number, building number |
| Client Address 3 | The third line in the main address for the client |
| Client City | The city name for the client |
| Client State | The state name for the client |
| Client Zip | The zip code for the client |
| Client Country | The country for the client |
| Company Name | The name of the company |
| Company Email | The email address assigned to the company |
| Company Address 1 | The first line of the company's main address |
| Company Address 2 | The second line of the company's main address |
| Company Address 3 | The third line of the company's main address |
| Company City | The company's city |
| Company State | The company's state |
| Company Zip | The company's zip code |
| Company Country | The company's country |
| Project Information | Note:Project Information in the email template will only be used if selecting to send the statement to a single project in the email client task. |
| Project Description | The description of the project |
| Project ID | The ID of the project |
| Project ID & Description | The ID and description of the project |
| Billing Contact Name | The name of the billing contact associated with the client statement |
| Billing Contact First Name | The first name of the billing contact associated with the client statement |
| Billing Contact Last Name | The last name of the billing contact associated with the client statement |
| Billing Contact Email | The email of the billing contact associated with the client statement |
| Project Manager Name | The name of the project manager associated with the client statement |
| Project Manager Email | The email of the project manager associated with the client statement |
| Principal in Charge Name | The name of the principal in charge associated with the client statement |
| Principal in Charge Email | The email of the principal in charge associated with the client statement |
| Billing Manager Name | The name of the billing manager associated with the client statement |
| Billing Manager Email | The email of the billing manager associated with the client statement |
| Project Scope | The scope of the project from the Invoice tab of the Project Command Center |
| Custom Fields | Any custom fields assigned to the client are listed here |
- Click Preview to preview the email template.
- Click Save to save the email template.
