When in a list view, when a user hovers over a Contact name, they have shortcuts for call, email and task. When a user creates an email from the email shortcut, the Contact templates do not display.
What area is this for the macro so that we can copy the Contact templates and have them accessible when the Contact is open or when the user is viewing all Contacts in a list view.
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Dear Amy,
When clicking on this shortcut http://prntscr.com/qu37nj the new email designer has the option to select the template http://prntscr.com/qu3816 & http://prntscr.com/qu39b4
If for some reason you do not have this option or do not see the templates, we suggest you to contact our support team via support@creatio.com to look into the issue in your particular environment.
Best regards,
Dean
Dear Dean Parrett, this is exactly the section I'm referring to. We see the email icon, we see the template icon, but when we access it from this view the list is empty. How do I ensure the templates display here?
Thank you!
Amy
Dear Amy,
It is quite hard to say why you cannot see the records in the list. Therefore, it is better to approach the support team so that they could investigate the issue on your website.
Regards,
Dean