Add text tokens
Customise templates with data values in a record by using tokens. Tokens are available under the Module Fields and Other sections in the left-side panel. Other represents all other Connections to the primary Module/record. A token is available for each standard and custom field against that module and connection. Access the tokens by clicking on the down arrows next to the field type.
This expands the field options. To use a token, click on the plus icon next to the field name. Then drag and drop the token into the respective content field. Use the copy icon to paste the token directly into a text field so the token populates as part of the written content.
The User and Date tokens available underneath the Useful Tokens section personalise the email/document with the User information and/or the date and time based on when the email/document was generated.
A list of Communications/Activity can be populated against templates using the tokens under the Communications section. If the User has any saved filters under that Module, each filter will be available for selection as well.
Click the Save Template icon to save all changes.