|1804|More|

|278|Company Info|
|280|Primary Contact|
@ContactTitle
{{html:@Phone:tel}}
{{html:@WebSite:url}}
|283|Current Level|
{{html:@Fax:tel}}
@SourceName
@CompanyTypeName
@CurrencyDescription
@AccountManagerName
@ProjectManagerName
@SalesPersonName
@FolderName
@ModifiedByName
@DateUpdated:DT
|298|Next Activity|
|299|Last Activity|
@ContactOwnerName
@Active:yesno
@DateConverted:DT
@CreatedByName
@DateAdded:DT
@Comments

|7072|Social Media|

|288|Address Info|
|290|There are currently no addresses setup for this company|
|3144|Main address is not set on this company|
@AddressName
format(mainAddress.si,'address')
|1609|Other Addresses|
  1. {{:format(item,'#address')}}

|308|Connections|
  1. |309|Contacts|{{:dp@contactCount}}
  2. |310|Opportunities|{{:dp@opportunityCount}}
  3. |311|Forms|{{:dp@formCount}}
  4. |312|Projects|{{:dp@projectCount}}
  5. |33397|Campaigns|{{:dp@campaignCount}}
  6. |7074|Project Requests|{{:dp@projectRequestCount}}
  7. |313|Estimates|{{:dp@estimateCount}}
  8. |314|Invoices|{{:dp@invoiceCount}}
  9. |315|Receipts|{{:dp@checkCount}}
  10. |316|Vendor Invoices|{{:dp@vendorInvoiceCount}}
  11. |317|Payments|{{:dp@paymentCount}}
  12. |43747|Retainers|{{:dp@retainerCount}}
  13. |7075|Client Details|
  14. |7076|Vendor Details|

|286|Custom Fields|

|37541|Attachments|
|37542|No attachments selected|
  1. {{if:item.previewSquare}}
    {{:item.previewSquare}}
    {{if:}}
    {{:item.FileName}}

|318|Conversations|
|321|There are currently no conversations for this company|
|3145|There are no matches for this search|
  1. {{:item.Subject}}
    {{:item.AssignedUserName}}
    {{if:item.Entity === 'Meeting'}} {{if:item.AllDayEvent === 1}}
    All Day Event, {{:format(item.SortDate, 'D2')}}
    {{else:}}
    {{:format(item.SortDate, 't')}} - {{:format(item.EventEnd, 't')}}, {{:format(item.SortDate, 'D2')}}
    {{if:}} {{else:}} {{if:item.StartTime.length}}
    {{:format(item.StartTime,'t')}} - {{:format(item.EndTime,'t')}},
    {{if:}}
    {{:format(item.SortDate, 'D2')}}
    {{if:}}
    {{if:item.UnreadCount === 0 }}
    {{:formatValue('count', item.ReplyCount,' Replies')}}
    {{else:}}
    {{:formatValue('count', item.UnreadCount,' Unread')}}
    {{if:}} {{if:item.Entity != 'Meeting'}} {{if:item.IsFavorite === 0 }}
    {{if: u.obn(item.VisibleToClient) > 0}} {{if:}}
    {{else:}}
    {{if: u.obn(item.VisibleToClient) > 0}} {{if:}}
    {{if:}} {{if:}}
    {{:item.Subject}}
    {{:item.AssignedUserName}}
    {{if:item.Entity === 'Meeting'}} {{if:item.AllDayEvent === 1}} All Day Event, {{:format(item.SortDate, 'D2')}} {{else:}} {{:format(item.SortDate, 't')}} - {{:format(item.EventEnd, 't')}}, {{:format(item.SortDate, 'D2')}} {{if:}} {{else:}} {{if:item.StartTime.length}} {{:format(item.StartTime,'t')}} - {{:format(item.EndTime,'t')}}, {{if:}} {{:format(item.SortDate, 'D2')}} {{if:}}
    {{if:item.DateCompleted}}
    Completed: {{:format(item.DateCompleted,'d')}}
    {{if:}} {{if:item.ContactName !== ""}}
    Contact: {{:item.ContactName}}
    {{if:}} {{if:item.Entity === 'Meeting'}} {{if:item.Notes !== ""}}
    Description: {{:format(item.Notes, 'flex')}}
    {{if:}} {{if:item.Description !== ""}}
    Notes: {{:format(item.Description, 'flex')}}
    {{if:}} {{else:}}
    {{:format(item.Notes, 'flex')}}
    {{if:}}
      {{for:item.attachments:attachment:idx}}
    • {{if:attachment.preview}}
      {{:attachment.preview}}
      {{else:}}
      {{if:}}
      {{:attachment.FileName}} ({{:format(attachment.Size,'bytes')}})
      • {{for:}}
    {{if:item.AttendeeCount}}
    attendees: {{:item.Attendees}}
    {{if:}} {{if:item.EmailCount}}
    |41005|Emailed to:| {{:item.EmailList}}
    {{if:}}

|322|Edit|

Company Info

|24537|Leave the currency blank if this is your home currency|

|7072|Social Media|

|338|Settings|

|340|Access Restrictions|
  1. {{:item.GLCompanyName}}

|325|Edit Custom Fields|

|1611|New Address|

|32473|Validate Address|

|1612|Edit Address|

|32473|Validate Address|
@AddressLastValidated:d

|341|Level History|

|1613|Currently there is no level history for this company.|
Date
Level
  1. {{:format(item.LevelDate,'d')}}
    {{:item.LevelDescription}}

|346|Add GL Company|

  1. {{:item.GLCompanyName}}

|309|Contacts|

|289|New|
|1614|Currently there are no contacts for this company.|
  1. {{if:item.Is_Primary_Contact}}
    |280|Primary Contact|
    {{if:}}
    {{:item.Contact_Full_Name}}
    {{:format(item.Contact_Phone_1,'tel')}}
    {{:format(item.Contact_Email,'email')}}

|310|Opportunities|

|289|New|
|1615|Currently there are no opportunities for this company.|
  1. {{:item.Subject}}
    {{if:item.Account_Manager_Name}}
    {{:item.Account_Manager_Name}}
    {{if:}} {{if:item.Stage_Name}}
    {{:item.Stage_Name}}
    {{if:}}

|311|Forms|

|1616|Currently there are no forms for this company.|
  1. {{:item.Form_Name}}
    {{if:item.Form_Number}}
    {{:item.Form_Number}}
    {{if:}} {{if:item.Author_Name}}
    {{:item.Author_Name}}
    {{if:}} {{if:item.Form_Subject}}
    {{:item.Form_Subject}}
    {{if:}} {{if:item.Assigned_To}}
    {{:item.Assigned_To}}
    {{if:}} {{if:item.Form_DueDate}}
    {{:format(item.Form_DueDate,'D2')}}
    {{if:}}

|312|Projects|

|1617|Currently there are no projects for this company.|
  1. {{:item.ProjectNumber}}
    {{:item.ProjectName}}
    {{if:item.ProjectStatus}}
    {{:item.ProjectStatus}}
    {{if:}} {{if:item.ProjectBillingStatus}}
    {{:item.ProjectBillingStatus}}
    {{if:}} {{if:item.ProjectType}}
    {{:item.ProjectType}}
    {{if:}}

|7074|Project Requests|

|38260|Currently there are no project requests for this company.|
  1. {{:item.RequestID}}
    {{:item.RequestName}}
    {{:item.StatusText}}

|313|Estimates|

|1618|Currently there are no estimates for this company.|
  1. {{:item.Estimate_Name}}
    {{if:item.Estimate_Number}}
    {{:item.Estimate_Number}}
    {{if:}} {{if:item.Project_Full_Name}}
    {{:item.Project_Full_Name}}
    {{if:}} {{if:item.Estimate_Type}}
    {{:item.Estimate_Type}}
    {{if:}} {{if:item.Total_With_Tax}}
    {{:format(item.Total_With_Tax,'n')}}
    {{if:}} {{if:item.Estimate_Total}}
    {{:format(item.Estimate_Total,'n')}}
    {{if:}}

|314|Invoices|

|1619|Currently there are no invoices for this company.|
  1. {{if:item.Invoice_Number}}
    {{:item.Invoice_Number}}
    {{else:}}
    |1620|No Invoice Number|
    {{if:}} {{if:item.Invoice_Date}}
    {{:format(item.Invoice_Date,'D2')}}
    {{if:}} {{if:item.Posting_Date}}
    {{:format(item.Posting_Date,'D2')}}
    {{if:}} {{if:item.Project_Full_Name}}
    {{:item.Project_Full_Name}}
    {{if:}} {{if:item.Amount_Total}}
    {{:format(item.Amount_Total,'n')}}
    {{if:}} {{if:item.Amount_Open}}
    {{:format(item.Amount_Open,'n')}}
    {{if:}}

|371|Checks|

|1621|Currently there are no checks for this company.|
  1. {{if:item.Reference_Number}}
    {{:item.Reference_Number}}
    {{else:}}
    |1622| No Reference Number|
    {{if:}} {{if:item.Payment_Method}}
    {{:item.Payment_Method}}
    {{if:}} {{if:item.Check_Amount}}
    {{:format(item.Check_Amount,'n')}}
    {{if:}} {{if:item.Posting_Date}}
    {{:format(item.Posting_Date,'D2')}}
    {{if:}} {{if:item.Date_Received}}
    {{:format(item.Date_Received,'D2')}}
    {{if:}} {{if:item.Payment_Description}}
    {{:item.Payment_Description}}
    {{if:}}

|316|Vendor Invoices|

|1623|Currently there are no vendor invoices for this company.|
  1. {{if:item.Invoice_Number}}
    {{:item.Invoice_Number}}
    {{else:}}
    |1620|No Invoice Number|
    {{if:}}
    {{:format(item.Invoice_Amount,'n')}}
    {{:format(item.Invoice_Amount_Open,'n')}}
    {{:item.Invoice_Status}}

|317|Payments|

|1624|Currently there are no payments for this company.|
  1. {{if:item.Check_Number}}
    {{:item.Check_Number}}
    {{else:}}
    |1625| No Check Number|
    {{if:}}
    {{:format(item.Check_Date,'D2')}}
    {{:format(item.Check_Amount,'n')}}
    {{:item.Posted}}
    {{if:item.Check_Memo}}
    {{:item.Check_Memo}}
    {{if:}}

|309|Contacts|

  1. {{:item.Contact_Full_Name}}
    {{:format(item.Contact_Phone_1,'tel')}}
    {{:format(item.Contact_Email,'email')}}

|46080|X|

@TwitterID
  1. {{:item.user.name}}
    {{:format(item.user.screen_name, 'at')}}
    {{:item.text}}
    {{:item.postTimestamp}}

|32474|Validate Company Address|

{{:dp@validationErrorMessage}}

|32475|Workamajig Address|

{{:@Address1}}
{{:@Address2}}
{{:@Address3}}
{{:@City}}
{{:@State}}
{{:@PostalCode}}
{{:@Country}}

|32476|Avalara Address|

{{:@line1}}
{{:@line2}}
{{:@line3}}
{{:@city}}
{{:@region}}
{{:@postalCode}}
{{:@country}}