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UDF's for email templates (or word doc templates) that are universal to all files

There are environmental parameters (ie: interest rates, market indexes, etc. that are universal to all client files, but are changing dally or so frequently that it is often impractical to edit document or email templates for these changes prior each time you use them. Can we get a category of UDF's that we can update, that are universal to correspondence, rather than associated with any one file? IE: Email and document-specific (aka "correspondence" UDF's?

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    Ron Beyer shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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