Linked Records

Modified on Tue, 01 Dec 2020 at 03:52 PM

When sending an email you can populate the body of the email with data from the database using linked records.


To do this, open a new email pop up. Then select the Linked Record Type.



Then you will need to find the record that you want to pull the data from.



Now that a record is linked you can use the 'merge fields' button to populate the email with data from that record.


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