home changes contents help options subscribe edit

The 'Reference Browser' is the mechanism for selecting Parent Actions, Targets, Message Templates, Thank You Pages and Thank You Emails. To use it:

  1. Click on 'Browse' and a new window will pop-up listing content contained in the current Action Edition
  2. Items you can select for your current field will have an 'Insert' link on the right side
  3. Navigate to the folder (including Organisation Targets) where the item you wish to insert it and select it
  4. For all options except Targets, the window will now close. You can select as many Targets as you wish after which you can close the window