Hi,

I have a sales license but when tried saving an email template I got this message:

A license to perform this action is missing. A system administrator can use the license manager or the user page to redistribute available licenses

Also tried with a service license and got the same message.

Thanks

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Hello Chani,

Thank you for your question! 

It depends on where you are trying to save a template. Please, confirm where you are working...MoreLess

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Hello,

Please let me know if it's possible to add my own picture as background and other font in email template? 

Thx,

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Dear Patrycja,



If we are talking about bulk emails, you can go to email designer and try the needed settings there:



 

In case you need...MoreLess

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Hello,

I have a problem with an email notification in a custom section.

I made a process to notify if a specific field was changed

In the notification I have three object links, one for the account, and the other two for custom objects.

One of the custom links work fine but the other doesn’t

These...MoreLess

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Hello,

I'd suggest to approach the support team via support@creatio.com to have a closer look at the process.

It is hard to determine the root...MoreLess

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Hello,

In our Creatio CRM we have a number of email templates that display numbers related to currencies and other values. Our client has requested a specific format that requires to have certain thousand separator (10,000,000.00).

We haven't found any way to specify format in the email macros. Does anyone know of a way to achieve this in an email template?

Thanks, regards.

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Hello,

The macros take the actual value in the database. If you have 10,000,000.00 on UI, in the db you will have 10000000.00. That's...MoreLess

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Hi all,

When I add a template to be used in bulk email from 'Email templates' section, upon saving, I am receiving this error:

"The 'Static' replica's template size exceeds the limit" which described as "The template can not be added to the bulk email, it’s (2.69 MB) more than maximum allowed size (5 MB). Edit the template or select the other one."

Any guess what might cause this issue?

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Dear Kavian,



It seems that the template could not be saved due to its total amount. The total amount of the template includes the template...MoreLess

Dear Kavian,



It seems that the template could not be saved due to its total amount. The total amount of the template includes the template...MoreLess

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It can be really great to have the possibilty to choose one field of one detail as a macro for one email template, currently we have to create a source code for any field for which we want to place in the email template.

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Dear Marvyn, 



Can you please provide us with more details on your idea? 

We would like to have a better understanding of functionality...MoreLess

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Is it possible to create an email template (email templates lookup) that has fixed attachments such as a ms word or ms excel file? For my use case this would be for emails being sent OUT of Creatio from a synced mailbox TO external customers who do not access Creatio, instead they just receive an email to their normal email service such as gmail or outlook. 

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Dear Mitch,

Unfortunately, it cannot be done since email templates do not have required architecture for storing attachments. As a workaround...MoreLess

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Hi all,

I have a use case to show CSAT measurements in a regular triggered email. Is this possible? I tried to add them to bulk email template but was not able to find the proper macro for doing that.

Thanks

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Hi Kavian,



You can create a bulk email template with marks in it (e.g. from 1 to 5) and bind a link to each button to track it.



When...MoreLess

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I have some strings in email template, separated by Newlines:

Text1
 
Text3

Depending on a condition, Text2 could be added between:

Text1
 
Text2
 
Text3

To achieve this, I add [#UsrText2#] custom macros field of type string:

Text1
 
[#UsrText2#]Text3

But I can't can't make [#UsrText2#]...

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Amazing!

Solved with <br/>

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Hello all,

I am trying to create business process where the user is able to select an email template, decide whether or not they want to include the attachments from the object in the email (i.e. if they are sending from a document record, include the attachments from the document record), an...MoreLess

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Dear Kevin,

You can use Auto-generated page and show lookup with templates so the user could select them, or forward the user to Templates...MoreLess

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