Email Template - Meeting Minutes - To Attendees
Default Template
Default Template: Meeting.html
Upload Feature Category: Meeting
Bookmark Formatting
All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.
- Bookmark Name: ProjectNumber
- Bookmark in HTML Template: {ProjectNumber}
Bookmarks - General Project Information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Bookmarks - Project Bid Date, Plan Room Info, Estimated Dates, and Stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectSalesPersonTitle
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectBidContactTitle
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
- ProjectManagerTitle
Bookmarks - Issues - From Company/Contact (User Emailing Meeting Minutes)
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Bookmarks - Issues - To Company/Contact (Meeting Attendees)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Bookmarks - Meetings - General Information
- MeetingNumber
- MeetingType
- MeetingDate
- MeetingStartTime
- MeetingFinishTime
- MeetingRefPrimeContract
- MeetingSubject
- MeetingPurpose
- MeetingLocation
- MeetingFacilitatorCompany
- MeetingFacilitatorContact
- MeetingNoteTakerCompany
- MeetingNoteTakerContact
Bookmarks - Meetings - Next Planned Meeting
- MeetingNextMtgDate
- MeetingNextMtgTime
- MeetingNextMtgLocation
Table - Meetings - New Business Items
Table Start Tag: {ItemTable}
- ItemCode
- ItemType
- ItemSubject
- ItemDueDate
- ItemDiscussion
- ItemResponsibleCompany
- ItemResponsibleContact
- ItemConclusion
- ItemClosed
Table - Meetings - Old Business Items
Table Start Tag: {OldItemTable}
- ItemCode
- ItemType
- ItemSubject
- ItemDiscussion
- ItemComments
- ItemResponsibleCompany
- ItemResponsibleContact
- ItemDueDate
- ItemConclusion
- ItemClosed
Posted February 20, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.