In your discussion templates, you can use Liquid syntax to add data that’s dynamically pulled from your Current RMS system.

In this guide, we’ll run through some common data objects you might like to include in your templates. If you’re looking to learn more about data objects, check out our other guide: Data objects for discussion templates

Your information

From all discussion templates

Add your company name:

{{ company.name }}

Add the telephone number, email address, and address of your current store:

{{ current_store.telephone }}
{{ current_store.email }}
{{ current_store.address }}

Add the name, telephone number and email address found against your user profile – great for adding a personal touch to a message:

{{ current_user.name }}
{{ current_user.telephone }}
{{ current_user.email }}

Your customer’s information

From opportunity, project, or invoice discussion templates

Add your customer’s name, telephone, and email address:

{{ customer.name }}
{{ customer.telephone }}
{{ customer.email }}

From an organization discussion template

Add your customer’s name, telephone, and email address:

{{ organisation.name }}
{{ organisation.telephone }}
{{ organisation.email }}

Order information

From an opportunity discussion template

Add the order name, order number, and customer reference:

{{ opportunity.name }}
{{ opportunity.number }}
{{ opportunity.reference }}

Add the order delivery address name (i.e. venue name):

{{ opportunity.delivery_address_name }}

Add the order start date:

{{ opportunity.starts_at | localedate }}

Add the rental charge total, sale charge total, service charge total, discount total, total without tax, tax total, and total with tax:

{{ opportunity.rental_charge_total | currency }}
{{ opportunity.sale_charge_total | currency }} 
{{ opportunity.service_charge_total | currency }}
{{ opportunity.discount_total | currency }}
{{ opportunity.charge_excluding_tax_total | currency }}
{{ opportunity.tax_total | currency }}
{{ opportunity.charge_including_tax_total | currency }}

🔥 Advanced Add a bulleted list of items on your opportunity:

In order to use this, hit the code button (< >) on the toolbar to access the HTML and then add:

<ul>
  {% for item in opportunity.items %}
    {% if item.is_item? %}
      {% unless item.is_accessory? %}
        <li>{{ item.name }}</li>
      {% endunless %}
    {% endif %}
  {% endfor %}
</ul>

Invoice information

From an invoice discussion template

Add the invoice name, invoice number, and customer reference:

{{ invoice.name }}
{{ invoice.number }}
{{ invoice.reference }}

Add the invoice date and due date:

{{ invoice.invoiced_at | localedate }}
{{ invoice.due_at | localedate }}

Add the invoice charge total excluding tax, tax total, and charge total including tax:

{{ invoice.charge_excluding_tax_total  | currency }}
{{ invoice.tax_total | currency }}
{{ invoice.charge_including_tax_total | currency }}