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Workbooks comes pre-built with a number of different Record types, such as People, Organisations and Cases. However, it is also possible to create your own Custom Record Types. These Custom Records have the same functionality as standard Records

Use Mailing Lists or Mailshots to send multiple emails at once

In your business you probably have process workflows that require the same set of actions to be performed on a regular basis. With Workbooks, you can automate common and repetitive tasks, making these easier and less