Extra Template Placeholders Last updated : 14th April 2025 There are some extra placeholders that are available for all Templates, to return information about the current user, or current date and time, but these must be added manually Continue Reading
Creating a Template to show multiple lines Last updated : 3rd September 2011 It is possible to amend a Template to show multiple lines that correspond to the Line Items of a Transaction Document, or perhaps a line for each of the Activities related to a Person Continue Reading
Creating Templates Last updated : 30th November 2010 It is possible to create Templates that pull through information from particular record types, or to create Templates for any Mailshots that you send from Workbooks Continue Reading
