Me Myself I (use fields from 'My Contact' into Templates)

Pamela (holding Terri's baby): I think of having a baby... by myself if I have to.
Terri: I thought you didn't like it?
Pamela: But I could do it! (smelling the baby's diaper) Oh... pooh! (hands the baby over to Terri)

Learn how to insert your own contact information (name, job title, email,...) into Templates.

Efficy Templates allow you to insert fields like Company Name and Address, the Name of the Contact person etc.
But did you know you could also insert information from the User in your Templates? This way, the Name and First Name, Job Title, E-mail address, Phone number etc. of the user who generates the Document or E-mail based on your Template will be automatically inserted.

How do you do this? Simply click the Insert Fields button in the Template, select the table My Contact and insert any field needed.



When using the Template, the Document or E-mail will get the information from the Contact card linked to the current User.

More info about creating Templates: help - aide - hulp

Try it out!

Rachel