Greetings,
Is it possible to build a template (whether an email template, merge template or a document template) that is basically a shell? I'm hoping to provide the end users the ability to perform semi-automatic email. I have no issue building the template. My problem is getting the CRM functionality to let the recruiters:
Edit the wording as they see fit (on the fly, after selecting the students they want to email as a group...whether opportunity or person record).
Assign the reply to email address to be the Office of Recruiting (not their personal email)
Assign an activity code to the outgoing emails to this hand-picked group.
I can perform all of this on a one-off email within a student's record, but the UI changes if I try to do the same thing to a group of students. At that point, I can't seem to edit the from field or set an activity code. If I have to build static templates for all of our recruiters, I will end up in admin hell creating endless variations on the theme. I'd like my recruiters to only think about interacting with students, not campaigns, or activities...but click a small group of students and fire off a simple email with a few nice graphical touches and be able to mark it for me so I can see the activities later on.
Thank you!
Ceci
*This post is locked for comments
I have the same question (0)
