How to choose a template?

23:16 Mar 17, 2017

Hi!

I have a quick question! I've added a new template to the 'email templates' lookups but it is not displayed in the list on the contacts page! Please advise

Thanks,

Cathie

File attachments

public:

1 comments

Lily Johnson

23:17 Mar 17, 2017

Hi Cathie,

Please note that the template list displays the records from the [Email templates] lookup.

If you are creating an email from a contact page, the list displays only those templates that have the “Contact” specified as a source of macros, as well as any templates that have no source specified at all. Same applies to accounts, leads, etc.

To make the template appear in the list in any section, please leave Macro source field empty and save the changes.

Regards,

Lily

Show all comments