Related content

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

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

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