I created a personal template to use when sending contacts an email.
I'm not given an option of which template to use when I click send email from the contact record.
What's the trick?
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I created a personal template to use when sending contacts an email.
I'm not given an option of which template to use when I click send email from the contact record.
What's the trick?
*This post is locked for comments
Hi Alex,
I found it,,,
thank you for your assistance.
Ellen
Hi Ellen,
If you open a contact, click on the send email button, then have the new email window open. In there there is a button 'insert template' in the middle toolbar.
Mohamed Amine Mahmoudi
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Super User 2025 Season 1
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dkrishna
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