With the help of the organiser layout placeholders it is possible to fine-tune the way appointments or availabilities get displayed in a diary. Please refer to the attached screenshot and use the below list of available placeholders as a reference. Please note that those placeholders differ greatly from the placeholders used in document templates.
Placeholders description
Customer placeholders | |
| Name general | customer.name |
| Full name (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 birthrate | customer.birthdate |
Symbol indicating an approaching birthday (a double note is used if birthday happens to be exactly on the appointment date, as single note if birthday occurs during the week before the appointment) | customer.birthdaySymbol |
Address placeholdersFor performance reasons the address is cached. If you change customers address it won't get updated until you re-load the >>Organiser. | |
| Home address (complete) | customer.address.full |
| Home address (short form) | customer.address.short |
| Street (for Home address) | customer.address.street |
| Postal code (for Home address) | customer.address.zip |
| City (for Home address) | customer.address.city |
| Phone number 1 (for Home address) | customer.address.phone1 |
| Phone number 2 (for Home address) | customer.address.phone2 |
| Phone number 3 (for Home address) | customer.address.phone3 |
| Email address (for Home address) | customer.address.email |
Appointment placeholders | |
Appointment type (assessment, 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 |
| Customer appointment time (if preparation time is included) | appointment.customerstarttime |
Appointment duration in hours:minutes | appointment.duration |
| Appointment duration in minutes (total) | appointment.durationminutes |
| Customer appointment duration (if preparation/post time is included) in hours:minutes | appointment.customerduration |
| Customer appointment duration (if preparation/post time is included) in minutes (total) | appointment.customerdurationminutes |
| Appointment end time | appointment.endtime |
| Customer appointment end time (if post time is included) | appointment.customerendtime |
Resource placeholdersPlease note that if you want to reduce to 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 placeholdersPlease note that should you need branch info, if appointment branch differs from your current login branch, use "otherbranch." instead of "branch". | |
| Branch name | branch.name |
| Subsequent branch number | branch.no / number |
| Branch abbreviation | branch.ident |
| 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 |