You can use field placeholders throughout IRIS Elements Practice Management to automatically populate client data in emails, notifications, text messages, etc. They can also be used in task and job titles and descriptions.
We've provided a list of typical field placeholders, but you can also identify the required placeholder by looking at the related form.
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Go to the Settings > Forms.
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Select the applicable form followed by the tab.
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Expand the required field to find the Field reference. Copy the field reference.
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Using the following to determine where the data is coming from, paste (or type) the field reference at the end of the placeholder. The previous example would be {client.title}.
- {client.fieldreference} - data is pulled from the client record.
{job.fieldreference} - data is pulled from a job, e.g. a form that is completed as part of a recurring job.
{to.fieldreference} - data is pulled from a contact record.
{from.fieldreference} - data is pulled from a user record and is used to populate the sender of an email or text.