Shortcodes reference
Table of Contents
This article lists the available shortcodes for each type in TaxDome. For an overview of how shortcodes work and where each type can be used, see TaxDome shortcodes explained .
Account shortcodes
Account shortcodes include the account name and any custom account fields. Find out how to create custom account fields in this article .
Contact shortcodes
| Shortcode |
|---|
| Contact name |
| First name |
| Middle name |
| Last name |
| Phone number |
| Country |
| Street address |
| City |
| State |
| Province |
| Zip |
You can also use any custom contact fields. Find out how to create custom contact fields in this article .
Date shortcodes
| Current dates | Past dates | Future dates |
|---|---|---|
| Current day full date | Last day full date | Next day full date |
| Current day number | Last day number | Next day number |
| Current day name | Last day name | Next day name |
| Current week | Last week | Next week |
| Current month number | Last month number | Next month number |
| Current quarter | Last quarter | Next quarter |
| Current year | Last year | Next year |
| Current month name |
For invoices, date shortcodes are resolved based on the following:
-
One-time invoices: resolved based on the Date posted value (the date posted is considered a current date).
-
Recurring invoices:
-
On acceptance: the date each invoice is created is considered a current date.
-
Specific date: resolved based on the start date for the first one-time invoice in the series. For all subsequent invoices, shortcodes are based on the date each invoice is issued. If you make changes to the schedule, it will also affect how shortcodes are resolved.
-
Note
Date shortcodes are affected by your time zone setting.Task shortcodes
Task shortcodes are used in task template names and descriptions.
| Shortcode | Description |
|---|---|
| Priority | The priority set in the task template |
| Due date | The due date set in the task template |
| Job name | The name of the job the task belongs to, if any |
| Job due date | The due date of the job the task belongs to, if any |
For more details about customizing task names and descriptions with shortcodes, see this article .
Workflow shortcodes
Workflow shortcodes are used in job template names.
| Shortcode | Description |
|---|---|
| Pipeline periodicity | The job schedule settings in the selected pipeline |
| Priority | The priority set in the job template |
| Due date | The date the job is set to be due in the template |
For more details about customizing job names with shortcodes, see this article .
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