Insert Expandable Tokens

Aspire allows you to place expandable tokens in the email subject, email body, and 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 this example's Subject and/or Message fields. If a field can accept tokens, it will have the search icon located in the field.  

The following image shows the edit window when you click the Message field and the window used to select tokens.

Custom Fields (Properties, Contacts, and Equipment)

For properties, contacts, and equipment, Aspire allows you to add fields representing information you wish to track and on which you 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. You must have the Manage Custom Fields permission to add new custom fields. When you add them, names given to custom fields 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.