← Smart Fields Document
Chunks — Smart Fields Document
The FRD markdown is the source of truth; these chunks are the derived retrieval index used to give the test-case generator only the relevant slices. Rebuilt automatically when the FRD is saved.
32 chunks · ~2,513 tokens
#1
(intro)
~18 tok
Email Template **Smart Fields for Email Template Module (Agency Side)**
#2
(intro)
~1 tok
###
#3
**1\. Project Info**
~33 tok
### **1\. Project Info** * Project Name * Lead Source * Sender’s/Account Owner’s Name * Email Signature * Selected Package
#4
**2\. Event Info**
~173 tok
### **2\. Event Info** **Tooltip Text** - Smart fields in this section pull information from the **Primary Event** of a project. If a project contains multiple events (e.g., Engagement, Wedding), the data will default to the event marked as **Primary**. When using an email template within a specific project, users can review and adjust these fields before sending the email. * Event type * Event Date * Event Start Time * Event End Time * Event Status * Primary Venue * Hours of Coverage * Number of Edited Images * Number of Photographers * Number of Videographers * Number of Content Creators * Number of Drone Operators * Number of Assistants * Deliverables
#5
**3\. Service Info**
~111 tok
### **3\. Service Info** **Tooltip Text** \- Smart fields in this section pull the **Service Area** and **Service Type** (e.g., Photography, Videography, Content Creation) from the **Primary Event** in the project. When an email template is used within a project, these values will automatically populate but can be reviewed and adjusted before sending the email. * Service Area * Service Type (Photography, Videography, Content Creation)
#6
**4\. . Brand Info**
~48 tok
### **4\. . Brand Info** * Brand Name * Brand Address * Brand Phone Number * Brand Email * Brand Website * Project Manager Name * Project Manager Email * Project Manager Phone
#7
**5\. Agency Info**
~39 tok
### **5\. Agency Info** * Agency Owner name * Agency Name * Agency Email * Agency Phone Number * Agency Type * Agency Address * Agency Website
#8
**6\. Client Info**
~195 tok
### **6\. Client Info** * Primary Client First Name * Primary Client Last Name * Primary Client Full Name * Primary Client Address * Primary Client Phone Number * Primary Client Role * Primary Client Initials * Primary Client Email * Primary Client Organization Name * Second Client First Name * Second Client Last Name * Second Client Full Name * Second Client Address * Second Client Phone Number * Second Client Role * Second Client Initials * Second Client Email * Second Client Organization Name * Third Client First Name * Third Client Last Name * Third Client Full Name * Third Client Address * Third Client Phone Number * Third Client Role * Third Client Initials * Third Client Email * Third Client Organization Name
#9
**7\. Payment**
~83 tok
### **7\. Payment** * Total Project Price * Total Tax * Default Tax * Sub Total * Late Fee * Payment Schedule * First Payment Amount * First Payment Due date * Second Payment Amount * Second Payment Due date * Third Payment Amount * Third Payment Due date * Last Payment Amount * Last Payment Due date
#10
**8\. Other**
~34 tok
### **8\. Other** * Today’s Date * List of all created Custom fields Email Module **Smart Fields for Email Module (Agency Side)**
#11
**1\. Project Info**
~33 tok
### **1\. Project Info** * Project Name * Lead Source * Sender’s/Account Owner’s Name * Email Signature * Selected Package
#12
**2\. Event Info**
~192 tok
### **2\. Event Info** **Tooltip Text -** Smart fields in this section display event-specific details (such as date, venue, coverage hours, and deliverables). If a project contains multiple events, the fields will appear separately for each event using the event name (e.g., Wedding, Engagement) and will pull data from the respective event. * Wedding Event Type * Wedding Event Date * Wedding Event Start Time * Wedding Event End Time * Wedding Event Status * Wedding Primary Venue * Wedding Hours of Coverage * Wedding Number of Edited Images * Wedding Number of Photographers * Wedding Number of Videographers * Wedding Number of Content Creators * Wedding Number of Drone Operators * Wedding Number of Assistants * Wedding Deliverables
#13
**3\. Service Info:**
~140 tok
### **3\. Service Info:** **Tooltip Text -** Smart fields in this section display service-related information for each event, such as **Service Area** and **Service Type** (Photography, Videography, Content Creation). When multiple events exist in a project, these fields will be listed separately under each event and will pull data from the respective event. * Wedding Service Area * Wedding Service Type (Photography, Videography, Content Creation) * Engagement Service Area * Engagement Service Type (Photography, Videography, Content Creation)
#14
**4\. . Brand Info**
~48 tok
### **4\. . Brand Info** * Brand Name * Brand Address * Brand Phone Number * Brand Email * Brand Website * Project Manager Name * Project Manager Email * Project Manager Phone
#15
**5\. Agency Info**
~39 tok
### **5\. Agency Info** * Agency Owner name * Agency Name * Agency Email * Agency Phone Number * Agency Type * Agency Address * Agency Website
#16
**6\. Client Info**
~195 tok
### **6\. Client Info** * Primary Client First Name * Primary Client Last Name * Primary Client Full Name * Primary Client Address * Primary Client Phone Number * Primary Client Role * Primary Client Initials * Primary Client Email * Primary Client Organization Name * Second Client First Name * Second Client Last Name * Second Client Full Name * Second Client Address * Second Client Phone Number * Second Client Role * Second Client Initials * Second Client Email * Second Client Organization Name * Third Client First Name * Third Client Last Name * Third Client Full Name * Third Client Address * Third Client Phone Number * Third Client Role * Third Client Initials * Third Client Email * Third Client Organization Name
#17
**7\. Payment**
~83 tok
### **7\. Payment** * Total Project Price * Total Tax * Default Tax * Sub Total * Late Fee * Payment Schedule * First Payment Amount * First Payment Due date * Second Payment Amount * Second Payment Due date * Third Payment Amount * Third Payment Due date * Last Payment Amount * Last Payment Due date
#18
**8\. Other**
~32 tok
### **8\. Other** * Today’s Date * List of all created Custom fields Client Contract **Smart Fields for Client Contract**
#19
**1\. Project / Event**
~260 tok
### **1\. Project / Event** * Project Name * Event Type (Wedding, Engagement, Corporate, etc.) * Lead Source * Event Date * Event End Date (In case of multiday events) * Event Start Time * Event End Time * Event Status * Event Service Area * Primary Venue * Selected Package * Hours of coverage * Number of edited images * Number of Photographers * Number of Videographers * Number of Content Creators * Number of Drone Operators - * Number of Assistants - * Deliverables **Important Note:** If a project contains more than one event, the smart field should display based on the types of events included. For example, if the project includes both a Wedding and an Engagement, the smart fields for the project should be: * Wedding Date, Wedding End Date (In case of multiday events), Wedding Start Time, Wedding Venue, Wedding Hours of coverage, etc. * Engagement Date, Engagement End Date (In case of multiday events), Engagement Start Time, Engagement Venue, Engagement Hours of coverage, etc.
#20
(intro)
~1 tok
###
#21
**2\. Service Details:**
~27 tok
### **2\. Service Details:** * Service Area * Service Type (Photography, Videography, Content Creation)
#22
**3\. Brand Information**
~49 tok
### **3\. Brand Information** * Brand Name * Brand Address * Brand Phone Number * Brand Email * Brand Website * Project Manager Name * Project Manager Email * Project Manager Phone
#23
**4\. Agency Information**
~41 tok
### **4\. Agency Information** * Agency Owner name * Agency Name * Agency Email * Agency Phone Number * Agency Type * Agency Address * Agency Website
#24
**5\. Client**
~194 tok
### **5\. Client** * Primary Client First Name * Primary Client Last Name * Primary Client Full Name * Primary Client Address * Primary Client Phone Number * Primary Client Role * Primary Client Initials * Primary Client Email * Primary Client Organization Name * Second Client First Name * Second Client Last Name * Second Client Full Name * Second Client Address * Second Client Phone Number * Second Client Role * Second Client Initials * Second Client Email * Second Client Organization Name * Third Client First Name * Third Client Last Name * Third Client Full Name * Third Client Address * Third Client Phone Number * Third Client Role * Third Client Initials * Third Client Email * Third Client Organization Name
#25
**6\. Payment**
~82 tok
### **6\. Payment** * Total Project Price * Total Tax * Tax Rate * Sub Total * Late Fee * Payment Schedule * First Payment Amount * First Payment Due date * Second Payment Amount * Second Payment Due date * Third Payment Amount * Third Payment Due date * Last Payment Amount * Last Payment Due date
#26
**7\. Other**
~23 tok
### **7\. Other** * Today’s Date * List of all created Custom fields Service Agreement
#27
**1\. Project / Event**
~127 tok
### **1\. Project / Event** * Project Name * Event Type (Wedding, Engagement, Corporate, etc.) * Lead Source * Event Date * Event End Date (In case of multiday events) * Event Start Time * Event End Time * Event Status * Event Service Area * Primary Venue * Selected Package * Hours of coverage * Number of edited images * Number of Photographers * Number of Videographers * Number of Content Creators * Number of Drone Operators * Number of Assistants * Deliverables
#28
**2\. Service Details:**
~27 tok
### **2\. Service Details:** * Service Type (Photography, Videography, Content Creation) * Service Area
#29
**3\. Brand Information**
~49 tok
### **3\. Brand Information** * Brand Name * Brand Address * Brand Phone Number * Brand Email * Brand Website * Project Manager Name * Project Manager Email * Project Manager Phone
#30
**4\. Agency Information**
~41 tok
### **4\. Agency Information** * Agency Owner name * Agency Name * Agency Email * Agency Phone Number * Agency Type * Agency Address * Agency Website
#31
**5\. Contractor Details**
~80 tok
### **5\. Contractor Details** * Contractor Name * Contractor Email * Contractor Phone * Contractor Address * Contractor Travel Fees * Contractor Pay rate * Contractor Role * Lead Shooter Name * Second Shooter Name (if applicable) * Drone operator Name * Assistant Name * Contractor Speciality
#32
**6\. Other**
~15 tok
### **6\. Other** * Today’s Date * List of Custom fields