How can admins customise the related-record options on Thynk email templates?
By Thynk· Published · Updated
Admins set the allowed related record types for email templates in Thynk's configuration, so users see only relevant options.
Full answer
Email templates in Thynk can be linked to related records, such as bookings or payments, so merge fields fill in automatically.
- Administrators decide which related record types are offered when users send emails.
- Options are managed through Thynk's configuration settings, such as custom metadata or picklists.
- Templates then reference the allowed record types and their fields.
Users only see options that match your processes, and every email is logged against the right record.