Shortcodes reference

Table of Contents

Account shortcodes
Contact shortcodes
Date shortcodes
Workflow shortcodes

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

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.

Workflow shortcodes

Workflow shortcodes are used in job template names.

Shortcode	Description
Due date	The date the job is set to be due in the template
Pipeline periodicity	The job schedule settings in the selected pipeline
Priority	The priority set in the job template