Hello Tiago,

There is no way to add a custom font to the list of fonts that appear when creating an email from the CTI panel. However you can add a custom font to the list of fonts in the content designer (this functionality was implemented in the 7.16.0 version). Please review this article where the whole process of adding a custom font is described and you will be able to use custom fonts in the content designer.

Best regards,

Oscar

Hi Oscar, 

Thanks for the reply, 

I've followed the article and the font is available for selection in the content designer. 

However, if the user wants to make changes to the selected email template there's the risk of the email being sent with two different fonts.  Would there be any way of preventing this? 

It would be useful to have the two list in sync.

Thanks,

Tiago

Hello Tiago,

There will be two ways to use the created template for regular (not bulk) email sending:

1) from the "Actions dashboard" of some section (in this case the template will be available under the actions dashboard for the section that is specified as a macro source in the template settings and this template won't be available in the CTI panel). In this case we can select another font and type text using another font:

and then select the "Default" font from the list:

and continue using the default font for this template (that is my custom Tangerine font that I used during the template creation).

2) from the CTI panel and the behavior here is the similar to the behavior of the editor in actions dashboard.

Please also note that once you select the default font the "Open Sans" font will be displayed. This is a bug that our R&D team is aware of and I will also ask them to review this bug so they could fix it in one of nearest releases. I will also ask them to create some logic that allows using custom fonts in the email editor from the actions dashboard and in the CTI panel. 

You can also select all the text in the editor bedore sending an email and choosing the default font for the text so to prevent situations of two different fonts in the email text appearing.

Best regards,

Oscar

Hi Oscar, 

Thanks for the explanation. 

Best regards,

Tiago

Hello Mai,

You need to also read lookup object itself so to get lookup record name and use this name instead since when you read lookup field value from some edit page record you will get an ID of this lookup record instead of lookup record name. So simply add one more "Read data" element (called "Read data 2" for example) in your process (right after your existing "Read data 1" element) and read data from the object which represents "PIC" lookup on the edit page of the object you read in your "Read data 1" element. Once done please modify your formula and remove "Read data 1" part from it and "Read data 2" directly from your new "Read data" element and choose "Name" field there. As a result you will get lookup record name instead of ID.

Best regards,

Oscar

hi oscar 

I have try but it seems not work, can you help me find out 

here is my formula:

[#Read data 1.First item of resulting collection.Lead#] + "  [PIC of Lead Has Changed To]  " + [#Read data 2.First item of resulting collection.PIC#]

but it's not work

Mai,

Please read what I've wrote in my previous response once again. You need to read data directly from lookup object. You are currently reading the value from lead edit page and get PIC lookup record ID, but to get PIC lookup record Name you need to also read PIC lookup object itself and get record name from there. You are not doing it in your process and in your formula so that's why you are getting record ID instead of Name in formula result. Please add another Read data element and read data directly from lookup object and use this data in your process.

Best regards,

Oscar