Easily Insert Smart Field from the Job Description

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How to Insert Smart Field from the Job Description

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so now lets transition here just a little bit I want to talk about smart field links cuz thats just a little bit different than just regular smart fields so smart field links are a special set of smart fields that can automatically generate a link to a form a contract an invoice its the content so your auto-filling where the content is gonna be held so if you notice whenever youre sending out certain things in Dobbs out oh theres the buttons that you can click on and that your client can access whatever form it is that youre sending contracts invoices and whatnot thats where smart field links come into play so its not just text information or date information these are the buttons that are gonna give you the ability to send that out to a client so they can access that certain piece of content so in Dobbs Otto and were gonna run through a couple things here in Dobbs auto you will always select the form that you want to send first and then you will always pick the email that goe

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do I send a link to my Dubsado form?

You can find the smart field links in the formatting bar when editing an email by going to Smart Field Link: Once you have a smart field link in your canned email template, you will be able to use that email template to send that type of content.

What is a smart field?

Smart fields are data dictionary items with one or more business functions attached. Smart fields enable you to include complex, reusable calculations in detail sections of a report.

What are smart fields?

Certain fields available for user-defined reports, views, and queries do more than select a specific piece of data. These fields, called smart fields, combine multiple pieces of data or decide which data to display based on what is available.

How do I create a custom field in Dubsado?

Custom fields make Dubsado your system.Manually enter information in a custom field Click on the pencil icon next to the Client section in the sidebar. Scroll to the bottom of the client profile to find the custom fields. Enter the information and click Save Close.

What is smart field in Dubsado?

A smart field is a text placeholder used in form templates and canned emails that will autofill once added to a project. Dubsado smart fields can be identified by their double curly braces: {{client.name}} The example above will populate with the clients full name.

How do I use a canned email in Dubsado?

Head to the EMAILS tab of your project and then click on Send Email: In the composer that pops up at the bottom of your screen, click on the bookmark icon in the toolbar to access your canned emails. You can access your canned emails any time you have an email composer open - just look for the bookmark icon.

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