Default templates for documents

CAS genesisWorld contains Default templates. You can view those templates, for example, if you create a new document.

The Internet address is a document data record which contains an internet address.

 The Short note contains text in the Notes field. You can, for example, enter a comment on a conversation or phone call in a short note.

 With the E-mail campaign document template, you can send a personalized e-mail campaign to several addresses. The document data record contains an editor where you can write a HTML e-mail and insert mail merge fields and field variables. You can add attachments to your e-mail campaign.

The document template navigator can contain additional views with templates that are customized for your company.