Email Client Templates
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12-13-2022 07:33 AM
How can I see what email client template is being used?
This is mainly for reply, reply all and forward. When in record within agent workspace, then finding an email on a record in the Emails related list...going to that record and hitting Reply (or Reply All or Forward), I want to see/know what template is being used. I cannot seem to pinpoint it. We have templates created, but that are more than one for reply (and reply all, etc) and so, it's a little confusing to know where to focus my attention so I can make the necessary adjustments.
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12-13-2022 08:56 AM
I checked the URL in workspace when creating those emails but it doesn't give the hint that you are looking for.
Those email client templates are applied depending on the conditions that were set up. You can see these templates at: /sys_email_client_template_list.do
As an example I have two for the problem table:
But the first one has a special condition and it will trigger at that moment
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