Contact (Custom Templates)
The following are available attributes. Select the link to navigate directly to that attribute:
- Alternate Phone Number
- Billing Address
- Billing City
- Billing Country
- Billing Email Address
- Billing Name
- Billing Phone Number
- Billing Postal Code
- Billing Primary Contact
- Billing State
- Custom Fields
- Customer Number
- Email Address
- Fax Number
- Item Sales Tax Ref
- Mobile
- Name
- Notes
- Parent Contact
- Phone Number
- Primary Contact
- Primary Contact Email Address
- Primary Contact Phone Number
- Service Address
- Service Address 2
- Service City
- Service Country
- Service Postal Code
- Service State
- Source
- Special Instructions
- Which Billing Address
Alternate Phone Number
customer.alt_phone_number
Returns the alternate phone number for the contact.
Billing Address
customer.billing_address
Returns the billing address of the contact, or the billing address of the parent contact if the contact is set to bill the parent.
Billing City
customer.billing_city
Returns the billing city of the contact, or the billing city of the parent contact if the contact is set to bill the parent.
Billing Country
customer.billing_country
Returns the billing country of the contact, or the billing country of the parent contact if the contact is set to bill the parent.
Billing Email Address
customer.billing_email_address
Returns the email address of the contact, or the email address of the parent contact if the contact is set to bill the parent.
Billing Name
customer.billing_name
Returns the name of the contact, or the name of the parent contact if the contact is set to bill the parent.
Billing Phone Number
customer.billing_phone_number
Returns the phone number of the contact, or the phone number of the parent contact if the contact is set to bill the parent.
Billing Postal Code
customer.billing_zip_code
Returns the billing postal code of the contact, or the billing postal code of the parent contact if the contact is set to bill the parent.
Billing Primary Contact
customer.billing_primary_contact
Returns the Primary Contact of the contact, or the Primary Contact of the parent contact if the contact is set to bill the parent. The object returned is a contact object and must be used in combination with any of the contact attributes, as in the example below.
Input
Name: #{{ customer.billing_primary_contact.name }}
Phone: #{{ customer.billing_primary_contact.alt_phone_number }}
Output
Name: Joe Montana
Phone: 555-867-5309
Billing State
customer.billing_state
Returns the billing state of the contact, or the billing state of the parent contact if the contact is set to bill the parent.
Custom Fields
Returns the value of the contact’s custom datetime, number, and text fields.
Input
{% for custom_field in customer.custom_field_assignments %}
{{ custom_field.custom_field_configuration.name }}
{{ custom_field.field_value }}
{% endfor %}
Customer Number
customer.customer_number
Returns the unique identifying number assigned to the contact.
Email Address
customer.email_address
Returns the email address of the contact.
Fax Number
customer.fax
Returns the fax number of the contact.
Item Sales Tax Ref
customer.item_sales_tax_ref_full_name
Returns the QuickBooks® Desktop sales tax name associated with the contact.
Mobile
customer.mobile
Returns the mobile phone number of the contact.
Name
customer.name
Returns the name of the contact.
Notes
customer.notes
Returns an array of all notes associated with the contact. See notes for a full list of available attributes.
Input
{% for note in customer.notes %}
#{{ note.created_at | date: "%D" }}
#{{ note.note }}
{% endfor %}
Output
04/22/14
Spoke with the customer at length.
04/25/14
Completed the job and the customer approved.
Parent Contact
customer.parent
Returns the parent contact of the contact. The object returned is a contact object and must be used in combination with any of the contact attributes, as in the example below.
Input
#{{ customer.name }}{% if customer.parent %}
#{{ customer.parent.name }}{% endif %}
Output
Ben Stiller
Jerry Stiller
Phone Number
customer.phone_number
Returns the phone number of the contact.
Primary Contact
customer.primary_contact
Returns the Primary Contact of the contact. The object returned is a contact object and must be used in combination with any of the contact attributes, as in the example below.
Input
Name: #{{ customer.primary_contact.name }}
Phone: #{{ customer.primary_contact.phone1 }}
Output
Name: Joe Montana
Phone: 555-867-5309
Primary Contact Email Address
customer.primary_contact.email1
Returns the first email address of the primary contact. Can use email1, email2, and email3.
Primary Contact Phone Number
customer.primary_contact.phone1
Returns the first phone number of the primary contact. Can use phone1, phone2, and phone3.
Service Address
customer.service_address
Returns the service address of the contact.
Service Address 2
customer.service_address_2
Returns the 2nd line service address of the contact.
Service City
customer.service_city
Returns the service city of the contact.
Service Country
customer.service_country
Returns the service country of the contact.
Service Postal Code
customer.service_zip_code
Returns the service postal code of the contact.
Service State
customer.service_state
Returns the service state of the contact.
Source
customer.customer_source.name
Returns the value of the Source field for the contact.
Special Instructions
customer.special_instructions
Returns the value of the Special Instructions for the contact.
Which Billing Address
customer.which_billing_address
Returns service if contact is set to bill the service address, billing if contact is set to bill a different address, or parent if contact is set to bill the parent.
Input
{% if customer.which_billing_address == 'service' %}
We'll send the bill to your service address
{% elsif customer.which_billing_address == 'billing' %}
We'll send the bill to your billing address
{% endif %}