Templates
- What are Yesware Templates and how do I create them? [Outlook]
- How do I use Placeholders/ Merge Fields in Templates? [Outlook]
- How do dynamic templates work with Salesforce? [Outlook]
- What Salesforce information populates dynamic Templates? [Outlook]
- Can I create dynamic fields within Templates? [Outlook]
- How do I add attachments to Templates? [Outlook]
- Can Templates use HTML and images? [Outlook]
- How do I edit or delete existing Templates? [Outlook]
- How do I share Templates? [Outlook]
- What are favorite Templates? [Outlook]
- How do I move Templates between folders/categories? [Outlook]
- Can I add additional Template categories or folders? [Outlook]