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trgteam
September 23rd, 2022, 10:32 AM
We are trying to build email templates for emailing our employees. Is there a way to find a parameters list for employees since they are just a type of account?

trgteam
September 23rd, 2022, 02:01 PM
Unfortunately, we cannot delete our own question, but just figured it out.

The answer:
1. Copy an email template from the ACCOUNT data source.
2. In the email template Add Data Fields for the detail in the Employee record you want auto-populated
3. Save the email template
4. Go to EMPLOYEES and generate email.

Seems easy now. Thank you anyway!