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Manager email in quote template

Carole Petitjean

June 13, 2017 10:37

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Hi,

I need to show the client name & email, as well and the project manager name & email in our quotes. I managed to find the placeholder for the client email, but cannot find the one for the internal manager email.

Am I missing something? How can I get the project manager email?

Thanks in advance.

Best regards,

Carole

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3 comments

• 0
  
  Wojciech Mocek June 19, 2017 10:03

  Hello,

  thanks for posting this question.

  Have you tried this placeholder:

  <#Invoice.ProjectManager>

  It needs to be used in named Excel range: Invoice.

  Hope it helps.

  All the best

  Wojciech

• 0
  
  Carole Petitjean June 19, 2017 10:29

  Hi Wojciech,

  Thanks for your reply.

  We already use this placeholder, which provides the project manager name, not the project manager email.

  Any other suggestion to get the email?

  Thanks,

  Carole

   

• 0
  
  Wojciech Mocek June 19, 2017 10:39

  Oh, sorry.

  No such a placeholder for manager email.

  You can place a feature suggestion about it.

  The only workaround which comes up to my mind for now is to use custom fields for projects and everytime the project is set up the email of the project manager needs to be filled in.

  I am aware however that this is not really a solution.

  All the best

  Wojciech