•Load Template: You can load a Letter Template directly into the Notes/Comments tab by clicking the Load Template button in the tab's ribbon.
•The Setup Letter Template window appears, displaying the available templates for the type of record within which you are working.
oRemember, a Setup Letter Template will be available only if its Merge Table matches the type of record.
oFor example, in the screenshot below, we are loading a Letter Template into Notes for an Event Attendee. Therefore, we can only access the Setup Letter Templates using the “Event Attendee” Merge Table.
oAlso note that if you are adding content to an Event Communication, and the linked Event has its own set of defined Event Letter Templates, you will be limited to the templates available in the Event Setup Letter Template window.
oFor more information about Merge Tables in Letter Templates, review Document Management > Letter Templates > Selecting Correct Merge Table.
•Select the template you want to use in your Notes/Comments, and click OK.
