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On a Quote, when trying to create a new Email (via Timeline), we have an option to Insert Template
clicking on Insert Template brings up the below dialog
Upon Selecting a Record, the dialog trasitions to below option
However, when I try to search for a template, it doesn't show up in the results
There are about 38 Active Email Templates
I've tried changing the view to All Email Templates, Global Email Templates etc. but nothing seems to work
It only shows 2 templates, one for Account another for User
What am I missing here?
found the issue
When we click on Insert Template, we need to change the Field Name from To Recipients to Regarding
Thereafter when I click Select, it brought up (in my case) the right Quote entity related Email Template
in Unified Interface dropdowns are not very obvious
Business Applications communities