Inserting Expandable Tokens
  • 30 Jul 2021
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Inserting Expandable Tokens

  • PDF

Aspire allows the user to place expandable tokens in the email subject, email body, and in certain description fields available throughout the system. Aspire replaces these tokens with actual values when the associated email is sent, or the document is generated. It is important to understand that different tokens are available in different places depending on the context, but the methods of selecting available tokens are consistent.

This section demonstrates how to use expandable tokens using the New Email in the Contacts screen as shown here. This screen has two fields that can accept expandable tokens.

In the image above, each text element surrounded by block brackets ([]) is a token that gets filled in with the appropriate value when the email is generated. These tokens are inserted into the field using the Insert Token search icon in the Subject and/or Message fields, in this example. If a field can accept tokens, it will have the search icon located in the field.  

The following image shows the edit window displayed when the user clicks the Message field and shows the window used to select tokens.

Custom Fields (Properties, Contacts, and Equipment)

For properties, contacts, and equipment, Aspire allows the user to add fields representing information they wish to track and on which they plan to make business decisions. Property custom fields are added on the Property screen and are thereafter available to all users who can view or edit properties. Contact custom fields are added on the Contact screen and are thereafter available to all users who can view or edit contacts. Equipment custom fields are added on the Equipment screen and are thereafter available to all users who can view or edit equipment. Only users who have the Manage Custom Fields permission can add new custom fields. Names given to custom fields when the user adds them cannot begin with a numeric character.

Custom fields become available in search lists for properties, contacts, and equipment.

The article, Property and Contact Custom Fields, provides additional information on custom fields and explains how to create and use them.