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Share certificates

Every share certificate is associated with a single purchase.

You can view the share certificate for a purchase by finding the purchase transaction and clicking on Share Certificate.

Sending share certificates

When a purchase is made, a Share Certificate will be enqueued to be sent by email to the contact associated with that purchase. You can view all pending Share certificates for an Society by clicking on the Issue tab for that society.

To send Share certificates, click the Send Certificates button at the top of the Society tab.

Note: you may find it useful to preview share certificates before sending them.

Viewing sent certificates

You can view past certificates that have been sent in the Activities tab for a contact. This log shows the actual share certificate that was sent along with the accompanying email. Note: this may be different to what would be sent if the certificate was generated again (e.g. if any details of the purchase, or the share certificate template have changed).

Tokens

The following tokens are available in share certificates:

  • {contact.*} all contact tokens are available in the normal way
  • {$society.*} gives access to all core and custom fields of the society contact, for example {$society.display_name} will give the society name.
  • {$issue.*} gives access to all core and custom fields of the society, for example {$issue.name} will give the issue name.
  • {$amount} gives the amount recorded in the purchase transaction.
  • {$onBehalfOf} gives the name of the name of the person that these shares were purchases on behalf of (if anyone)
  • {$date} gives the date that they were purchased. Note that you will probably want to suffix this with a date formatter, for example {$date|crmDate} to get a nicely formatted date

Note that you will probably want to use some conditional logic to display information about any purchases that have been made on behalf of someone else. Below is a simple example of how you might do this:

{if $onBehalfOf.id}
    These shares were purchases on behalf of {$onBehalfOf.display_name}
{/if}