Revising the template before sending
Is it possible to edit the email template for clients to make changes before sending it? Provide such an opportunity for the sales manager,
Original question is available on version: ru
Answers:
Please specify the essence of your need with some screenshots, because it is not entirely clear what you need.
26.01.2022, 15:31
Original comment available on version: ru
I wanted to be in the process card, through the comments feed, to insert a letter template, with the ability to edit it in the same comment feed window.
And how to insert a template into a letter, it gives a 404 error when you go to the "Customize templates" button. Although there is a ready-made template!
And how to insert a template into a letter, it gives a 404 error when you go to the "Customize templates" button. Although there is a ready-made template!
27.01.2022, 14:17
Original comment available on version: ru
1. Also in the pop-up window Write a letter, in the Send date field, the date is not pulled up, and the calendar for selecting the date and time does not appear!
2. When checking the sending of a template, possible email addresses are not pulled up in the field.
Is that how it should be?
2. When checking the sending of a template, possible email addresses are not pulled up in the field.
Is that how it should be?
27.01.2022, 14:23
Original comment available on version: ru
SAP Force Group wrote:
I wanted to be in the process card, through the comments feed, to insert a letter template, with the ability to edit it in the same comment feed window.
And how to insert a template into a letter, it gives a 404 error when you go to the "Customize templates" button. Although there is a ready-made template!
Install the app https://1b.app/en/app/templatecomment/
27.01.2022, 16:25
Original comment available on version: ru
SAP Force Group SAP Force Group wrote:
1. Also in the pop-up window Write a letter, in the Send date field, the date is not pulled up, and the calendar for selecting the date and time does not appear!
Corrected
2. When checking the sending of a template, possible email addresses are not pulled up in the field.
Is that how it should be?
Yes, this is just a test send - enter an arbitrary email
27.01.2022, 16:31
Original comment available on version: ru
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