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A smart field is a special code that acts as a placeholder for information like client details, projects, and invoices. There are over 50 different smart fields available to use, allowing you to autofill information easily. By inserting smart fields into a form or canned email template, you can personalize details in client communication quickly. Smart fields can be added to text boxes in forms, canned emails, or draft emails by clicking on the smart field button in the lower left corner. Project smart fields are related to the project you're working on, client smart fields are related to the client's profile, and invoice smart fields pull information from invoices.
