Templates for emails and letters are only really helpful if the name of the addressee, the property number and the property data do not have to be inserted each time before sending.
With macros this is made possible in onOffice enterprise. You can access all fields in address or property data records via macros and have their contents entered when sending an email, for example.
In addition to the data from addresses and properties, you can insert many other details by macro, e.g. data on the contact person for a property, the caretaker, addresses and legal information from the basic settings/office groups, links to download brochures – linked to the cancellation confirmation.
The macro list () gives an overview of the most common address and property macros, as well as the other macros.
The macros usually work for emails and for letters (Word) unless otherwise specified in the macro list. In PDF’s only macros that output text are working at the moment.
The sample templates of onOffice use all macros, there you can see and copy practical examples of use.
For macros and templates there are tutorials and webinars, e.g. “Word Templates & Document Management” or “Email Templates & Signature”
Expert Information – Field is not included in the macro list.
Each field of an address, property data record can be addressed via a macro. The macro consists of a _ (underscore) followed directly by the database field name. The database field name can be looked up in the Administration, under column “Field”.
You can also address individually created fields as macros.
Example address, property and user macros