With the help of the organiser layout placeholders it is possible to fine-tune the way appointments get displayed in a diary layout. Please refer tot the attached screenshot use the below list of available placeholders as a reference.
Placeholders description
Customer placeholders | |
| Name general | customer.name |
| Full name (icluding including title and salutation) | customer.fullName |
Surname and first name | customer.surnameFirstname |
Surname | customer.surname |
First name | customer.firstname |
Suffix | customer.extensionname |
Title (Sir. etc) | customer.title |
Number | customer.customerNr |
Surname, fist name & social security number | customer.surnameFirstnameSsn |
Social security number | customer.socialSecurityNumber |
Gender text | customer.gender |
Gender symbol (displayed in the appointment as a symbol) | customer.genderSymbol |
| Customer status | customer.status.text
|
| Customer status (shortcut) | customer.status.ident |
| Customer birtdatebirthrate | customer.birthdate |
Symbol indicating near an approaching birthday (a double note if birtday is exactly a is used if birthday happens to be exactly on the appointment date, as single note if birthday is in occurs during the week before the appointment) | customer.birthdaySymbol |
Address placeholdersFor performance reasons the address is cached. If you change customers address is it not updates util it won't get updated until you re-load the organiser>>Organiser. | |
| Home address (complete) | customer.address.full |
| Home address (short form) | customer.address.short |
| Street of home (for Home address) | customer.address.street |
| Postal code of home addresscode (for Home address) | customer.address.zipCity of |
| home addressCity (for Home address) | customer.address.city |
| Phone numer 1 of home addressnumber 1 (for Home address) | customer.address.phone1 |
| Phone number 2 of home address2 (for Home address) | customer.address.phone2 |
| Phone number 3 of home address3 (for Home address) | customer.address.phone3 |
| Email address of home addressaddress (for Home address) | customer.address.email |
Appointment placeholders | |
Appointment type (treatmentassessment, meeting etc.) | appointment.type |
Appointment type (but will only be displayed if no additional text was added) | appointment.typeOrText |
Text field in the appointment (above the comment field) | appointment.text |
Comment field | appointment.comment |
Appointment date | appointment.date |
Appointment time | appointment.starttime |
| Appointment Customer appointment time for customer (if prepare preparation time is included) | appointment.customerstarttime |
Appointment duration in hours:minutes | appointment.duration |
| Appointment duration in minutes (total minutes) | appointmentappointment.durationminutes |
| Appointment Customer appointment duration for customer (if preparepreparation/post time is included) in hours:minutes | appointment.customerduration |
| Appointment Customer appointment duration for customer (if preparepreparation/post time is included) in minutes (total minutes) | appointment.customerdurationminutes |
| Appointment end time | appointment.endtime |
| Appointment Customer appointment end time for customer (if post time is included) | appointment.customerendtime |
Resource placeholdersPlease note that if you want to reduce to ressources resources other than the display column use "otherresorce." instead of "resource. " (in other words if an appointment is for staff A in a room B and the diary display column is A, "otherresource.name" gives you B) | |
Resource name | |
Initials | resource.staff.initials |
Staff member name | |
Staff member number | resource.staff.no / number |
Resource name (only for human resources) | resource.staff.resource |
Branch abbreviation | resource.branch.ident |
Branch name | |
Branch number | resource.branch.no / number |
Resource name (only for branch locations) | resource.branch.resource |
Appointment branch placeholdersif Please note that should you need branch info only , if appointment brach branch differs from your current view login branch, use "otherbranch." instead of "branch"." | |
| Name of branchBranch name | branch.name |
| Sequence Subsequent branch number of branch | branch.no / numberIdent of branch |
| Branch abbreviation | branch.identLoginname of branch |
| Branch login name | branch.loginname |
Appointment creation placeholders | |
| Date of appointment creation | creation.date |
| Creation staff initials | creation.staff.initials |
| Creation staff name | creation.staff.name |
| Creation staff number | creation.staff.no / number |
See also ...
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