About email message subtables
Available to: all roles, when your company has the QB Courier extension.
An email message subtable is a saved table of related records, for example the line items of an order, that you can add to any Courier email. Each subtable has a reference, such as ~strid=12~. When Courier sends an email, it replaces the reference with a table of the emailed record's related records.
Subtables belong to your company, not to one configuration, so you can use the same subtable in many configurations.
Courier reads the subtable's settings each time it sends. If you edit a subtable, every configuration that uses it gets the change.
Email Subtable list
To open it, select Email Message SubTables on the QB Courier extension's page, or the Email Message Subtables button at the top of the Courier Configurations list.
Column | What it shows |
|---|---|
Subtable Name | The name you gave the subtable. |
Subtable Reference | The reference to put in an email message, for example |
Notes | Your notes about the subtable. |
Create or edit a subtable
Select Create Email Subtable, or the pencil icon on a subtable's row to edit it. Your company needs at least one Courier configuration before you can create a subtable.
The Create Email Subtable (or Edit Email Subtable - name) window opens the Courier Subtable Configurator. Set up the table there. See Courier Subtable Configurator overview.
Close the window with the ×.
To see your changes in the list, select Courier Configurations and then Email Message Subtables again.
Add a subtable to an email
On a configuration's Email Message tab, drag the subtable from the Sub Table panel into the Message. You can also type its Subtable Reference into the message. See also Add a subtable to a Courier email.
Fields that the subtable uses from the emailed record must exist in the table of each configuration you use it in.