Addressing (Attn.)
For each quotation and invoice template, you can choose the type of addressing:
Formal
Formal + initials
Informal
These are the standard options. It is also possible to deviate from this on a person level and use your own form of addressing. If you want to know more about that, read the article below:
Below you will find a detailed explanation for each type.
Formal
Attn. [Mr / Ms] [Prefix] [Last name]
Conditions:
“mr” or “ms” is always written in lowercase
IF gender is not filled in (unknown in CRM), THEN the literal text ‘mr / ms’ is shown
Prefix is always capitalized (because it marks the start of the proper name)
Last name is always capitalized
Formal + initials
Attn. [Mr / Ms] [Initials] [prefix] [Last name]
Conditions:
“mr” or “ms” is always written in lowercase
IF gender is not filled in (unknown in CRM), THEN the literal text ‘mr / ms’ is shown
Prefix is always lowercase (because the name already starts with initials). But:
IF initials are not filled in, THEN prefix is capitalized
IF initials are filled in, THEN prefix is lowercase
Last name is always capitalized
Informal
Attn. [First name] [P/prefix] [Last name]
Conditions:
IF first name is not filled in, THEN prefix is capitalized
IF first name is filled in, THEN prefix is lowercase
First name is always capitalized
Last name is always capitalized
Placeholder (Salutation)
For each quotation and invoice template, you can select several placeholders in the text blocks to address your (potential) customer correctly. These are the standard options:
Formal
Formal + initials
Informal
Below you will find a detailed explanation for each type.
Formal salutation
Dear [mr / ms] [Prefix] [Last name]
Conditions:
“mr” or “ms” is always written in lowercase
IF gender is not filled in (unknown in CRM), THEN the literal text ‘mr / ms’ is shown
Prefix is always capitalized (because it marks the start of the proper name)
Last name is always capitalized
Formal salutation + initials
Dear [mr / ms] [Initials] [prefix] [Last name]
Conditions:
“mr” or “ms” is always written in lowercase
IF gender is not filled in (unknown in CRM), THEN the literal text ‘mr / ms’ is shown
Prefix is always lowercase (because the name already starts with initials). But:
IF initials are not filled in, THEN prefix is capitalized
IF initials are filled in, THEN prefix is lowercase
Last name is always capitalized
Informal salutation
[First name] [P/prefix] [Last name]
Conditions:
IF first name is not filled in, THEN prefix is capitalized
IF first name is filled in, THEN prefix is lowercase
First name is always capitalized
Last name is always capitalized
Availability of placeholders [P]
Placeholders are available in the following places:
Quotation template: standard text block + email content (email template)
Quotation editor: edit text block
Send quotation > message
Invoice template: footers and note on the invoice + email content (email template)
Invoice editor: note field
Send invoice > message
Attn. visible on person level on the invoice
It is also possible to use Attn. for persons. In CRM > Persons > Invoicing, you can indicate whether you want to use the Attn. line. Click on Department / Person and a text field appears where you can manually enter who the invoice should be addressed to.
On your invoice, for example, the following will appear:
Simplicate
Attn. Accounts Payable
Laan Corpus Den Hoorn 102-1
9278 JR Groningen
You can find this setting under CRM > Persons > Invoices. Whatever you enter at the addressing for persons will also appear in the addressing of the invoice. This gives you full freedom to decide what you want to enter and how it will be displayed in the addressing on the invoice.