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When creating Global email template, can only see "User" record type in Insert/Update

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Posted on by rmcanally65

Hello:

I have Sys Admin rights / Read-Write Access mode to CRM, and am trying to create some global templates for our teams; however, when I create a Global template, I can only see "User" record type in Insert/Update.

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jlattimer 24,558 on at

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RE: When creating Global email template, can only see "User" record type in Insert/Update

That is correct
rmcanally65 on at

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RE: When creating Global email template, can only see "User" record type in Insert/Update

Thanks, Jason:

So the global template is more or less a really generic template; no data fields, correct?
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jlattimer 24,558 on at

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RE: When creating Global email template, can only see "User" record type in Insert/Update

That should be correct. A global template isn't linked to a specific record type like Account or Contact to those fields wouldn't be available.

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