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Selecting Email Templates Only Displays Global Templates

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Posted on by ChrysDW

I am trying to send a template that I created using the Template Type of Contact but when I try to insert a template into an email it only lists Global templates. Is there a setting in the configurations that I am overlooking?

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ChrysDW on at

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RE: Selecting Email Templates Only Displays Global Templates

Thanks again Mark. I wasn't taking into account where I was when trying to view a particular template. Meaning, I was in say a contact record looking for an account based template. Thanks for reference.
ChrysDW on at

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RE: Selecting Email Templates Only Displays Global Templates

Thank you for the reply. I have the template set as Organization but it's not listed. I have 29 templates, all are Organization, only 1 is Global and it's the only one listed.
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TheMarkChristie 10,328 on at

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RE: Selecting Email Templates Only Displays Global Templates

Hi Chrys

If you follow this guide and make sure you look at the notes at the bottom regarding personal and organization templates

www.microsoft.com/.../create-templates-for-email.aspx

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