Email Templates

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Can someone tell me what the rules are for the different types of email templates. I have created an account email template, however when I am in an account and I try to use direct email I only see the global and contact templates. How can I make the account templates available to my users?

Verified Answer
  • In this case you won't be able to use the standard out of the box templates to reference related data. In general they are fairly inflexible - they only allow you to get data from a few pre-defined relationships and those as you've noticed are only 1:N.

    Jason Lattimer
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All Replies
  • My guess is that when you are in your Account record, you have the Contact sub-grid/view showing (you selected Contacts from the left navigation). The ribbon on top is sensitive to the context of what area is selected, When the Contacts area is selected, the ribbon options reflect items available to Contacts. If you want to send an email to the Account, try clicking on the General tab and then using Send Direct E-Mail - just know when you do this, it is going to send an email to the email address marked on the Account, not an individual Contact. Sounds like in your case you want to make a Contact email template, and then when adding fields, choose the record type of Account and you will have access to fields in the Account that is related to the Contact.

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

  • I am in the account tab and selecting the contacts from the Active Contacts view. After placing the checkbox next to the contact(s) I want to email the template created. As you suggested I created a contact template and then added Records Type: Account and selected the various fields I need. Email goes out however none of the account data is included in the email?

  • opps wasn't finished. Part of the issue here is I have created an N:N relationship between contacts and accounts for the occasions where I have a contact who has a relation to several companies. Due to the limitation of only being able to be the primary contact to 1 account. Looks like what's happening is the correct information is going out, however only to the primary contacts for the account. How can I get the info to go out to the related contacts as well?

  • In this case you won't be able to use the standard out of the box templates to reference related data. In general they are fairly inflexible - they only allow you to get data from a few pre-defined relationships and those as you've noticed are only 1:N.

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn