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Creating Templates
... Creating Templates To create a new Template click Start > Marketing > Templates > New Template . (System Administr ...
Templates
... Templates Workbooks templates can be used when compiling emails, documents (Google Documents) or Notes . If you regularly send out emails which hav ...
How I can add our T&C’s to the bottom of our quotation PDF?
How I can add our T&C’s to the bottom of our quotation PDF? If you are using the standard If you are using the standard document templates supplied with Workbooks you can easily control what appears on your documents, including adding yo ...
How can I view and edit a downloaded XSL template file? Which application should I use?
How can I view and edit a downloaded XSL template file? Which application should I use? XSL stands for eXtensible XSL stands for eXtensible Stylesheet Language, and is used to control the presentation of XML data files. Workbooks ...
Creating Pre populating Activities
I've tried creating 'to dos' and 'tasks' templates, however when I use the template it doesn't seem to pull the information through - are they restricted to just one type - e.g. organisations? I tried it from an opportunity activity which allowed me to ...