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Creating Templates
... Creating Templates To create a new Template click Start > Marketing > Templates > New Template . (System Administr ...
Working With Emails
... Working With Emails This page provides information on: Creating your Email ; Email recipients ; Writing your message ; ...
Introduction to Email
... Introduction to Email Workbooks enables you to send emails directly to your business contacts and record these emails against the relevant records so that y ...
Templates
... Templates Workbooks templates can be used when compiling emails, documents (Google Documents) or Notes . If you regularly send out emails which hav ...
Email Signatures
... Email Signatures In common with other email software, you can set up Email Signatures within Workbooks. Email Signatures can: include ...
Default Recipients in Email Templates
Hi I am setting up a couple of Invoice templates for a [potential] client. I am using the Free Edition. The templates are fine but they insert either John.Cheney@workbooks.com or James.Kay@workbooks.com as the first recipient of the email. The ...
Why isn't my email template displaying the field values?
Why isn't my email template displaying the field values? It's just displaying the field names / place holders e.g. "Dear @firstname@," is being displayed rather than "Dear John," How was the email template How was the ema ...
Email templates
How is the list of email templates controlled? You can set up and manage You can set up and manage your Email Templates within the marketing area of Workbooks ( Start > Marketing > Email Templates ). In addition, y ...
Summer 2011 Workbooks Release
Summer 2011 Workbooks Release We are pleased to announce that the Summer 2011 version of Workbooks is due to be released on Friday 2 September 2011. It includes a number of significant ...