How to insert variables
You are able to insert variables into your Letter, Email and various other templates in Agentbox. Variables also commonly known as merge fields, pull through information from the related contact or property associated to the letter or email you are generating. E.g. You can create a letter template starting with Dear {vendor_salutation}. The merge field used here is the Vendor Salutation so when you generate this letter via a property it will search for the vendor assigned in the agents and contacts tab and the letter will output as e.g. Dear John.
Master Users can also insert variables into staff email signatures and other templates in the system config e.g. Marketing invoice header and footer.
For Contact Variable Best Practice - Rules and Recommendations - click here.
In this tutorial on how to insert variables we will demonstrate by inserting variables into a letter template.
1. Click the Create Letter icon 
at the top of the contact or property card
2. In the Select a Template drop-down, scroll down and hit the Create New Letter Template button at the bottom of the list
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3. The Create Letter Template window will appear which allows you to name the template
4. Click the 
to Add Variables (merge fields).
5. Variables are organised by groups. First, select a group then a variable
6. Click Insert to enter multiple variables, then select Insert & Close to finish
*When inserting multiple variables you are able to move the cursor in the background while keeping the variable box open. You can refer to Contact Variables, Property & Property Agent, Staff & General and Sales Trust & Financial for a full list of the variables we have available
7. Once you have finished creating the letter you are given the option of sharing the template. If you tick the Share to Agents checkbox, the letter template will be able to be viewed by anyone in the office. If this template is only for your own use, leave the checkbox empty and only you will be able to view the template
8. Lastly, click Save. You will be redirected back to the Select Template page and your newly created template can be selected from the drop-down list.