Related content

If you often send out Emails or create Google Docs or Notes that contain the same content, it is possible to create Templates so that the relevant content is already there

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

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