Workflowmax fields for templates

When working with document and email templates in SuiteFiles you can add custom fields to them that will pull information about the client from WorkflowMax (WFM) and display in the finished file. The field syntax to use and their corresponding data in WFM are:

Field Name Value
[CLIENT:BUSINESSNAME]
[CLIENT:ADDRESS]
[CLIENT:IRD]
[PRIMARYCONTACT:FULLNAME]
[PRIMARYCONTACT:ID]
[PRIMARYCONTACT:NAME]
[PRIMARYCONTACT:MOBILE]
[PRIMARYCONTACT:EMAIL]
[PRIMARYCONTACT:PHONE]
[PRIMARYCONTACT:POSITION]
[PRIMARYCONTACT:SALUTATION]
[PRIMARYCONTACT:ADDRESSEE]
[PRIMARYCONTACT:ISPRIMARY]
[CUSTOM:ID]
[CUSTOM:NAME]
[CUSTOM:ADDRESS]
[CUSTOM:CITY]
[CUSTOM:REGION]
[CUSTOM:POSTCODE]
[CUSTOM:COUNTRY]
[CUSTOM:POSTALADDRESS]
[CUSTOM:POSTALCITY]
[CUSTOM:POSTALREGION]
[CUSTOM:POSTALPOSTCODE]
[CUSTOM:POSTALCOUNTRY]
[CUSTOM:PHONE]
[CUSTOM:FAX]
[CUSTOM:WEBSITE]
[CUSTOM:REFERRALSOURCE]
[CUSTOM:EXPORTCODE]
[CUSTOM:ISPROSPECT]
[CUSTOM:ISARCHIVED]
[CUSTOM:ISDELETED]
[CUSTOM:ACCOUNTMANAGER]
[CUSTOM:ACCOUNTMANAGERID]
[CUSTOM:JOBMANAGER]
[CUSTOM:JOBMANAGERID]
[CUSTOM:NOTES]
[CUSTOM:GROUPS]
[CUSTOM:BIRTHDAY_DATE]
[CUSTOM:BIRTHDAY_TIME]
[CUSTOM:BIRTHDAY_DAY]
[CUSTOM:CHECKBOX_CHECKBOX_TRUE]
[CUSTOM:CHECKBOX_CHECKBOX_YES]
[CUSTOM:CHECKBOX_CHECKBOX_SUCCESS]
[CUSTOM:CHECKBOX_CHECKBOX_X]
[CUSTOM:CLIENT_CODE]
[CUSTOM:CLIENT_ID]
[CUSTOM:DECIMAL]
[CUSTOM:DROPDOWN]
[CUSTOM:LINK]
[CUSTOM:NUMBER]
[CUSTOM:PHONE_NUMBER]
[CUSTOM:SERIAL_NUMBER]
[CUSTOM:SKYPE_CALL]
[CUSTOM:SKYPE_CHAT]
[CUSTOM:SOME_TEXT]
[CUSTOM:TWITTER]
[CUSTOM:VALUE]
BUSINESS NAME
ADDRESS
IRD
PRIMARY CONTACT FULL NAME
ID
NAME
MOBILE
EMAIL
PHONE
POSITION
SALUTATION
ADDRESSEE
IS PRIMARY CONTACT
ID
NAME
ADDRESS
CITY
REGION
POSTCODE
COUNTRY
POSTAL ADDRESS
POSTAL CITY
POSTAL REGION
POSTAL POSTCODE
POSTAL COUNTRY
PHONE
FAX
WEBSITE
REFERRAL SOURCE
EXPORTCODE
IS PROSPECT
IS ARCHIVED
IS DELETED
ACCOUNT MANAGER
ACCOUNT MANAGER ID
JOB MANAGER
JOB MANAGER ID
NOTES
GROUPS
BIRTHDAY_DATE
BIRTHDAY_TIME
BIRTHDAY_DAY
CHECKBOX_CHECKBOX_TRUE
CHECKBOX_CHECKBOX_YES
CHECKBOX_CHECKBOX_SUCCESS
CHECKBOX_CHECKBOX_X 
CLIENT_CODE
CLIENT_ID
DECIMAL
DROPDOWN
LINK
NUMBER
PHONE_NUMBER
SERIAL_NUMBER
SKYPE_CALL
SKYPE_CHAT
SOME_TEXT
TWITTER
VALUE

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