Available Attributes:

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 Datetime Fields

customer.custom_datetime1 ... customer.custom_datetime10

Returns the value of the contact’s custom datetime fields.

Custom Number Fields

customer.custom_number1 ... customer.custom_number10

Returns the value of the contact’s custom number fields.

Custom Text Fields

customer.custom_text1 ... customer.custom_text20

Returns the value of the contact’s custom text fields.

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.alt_phone_number }}

Output

Name: Joe Montana
Phone: 555-867-5309

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.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

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 %}

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