Email Client Templates

allentschumper1
Tera Contributor

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. 

1 REPLY 1

Sebas Di Loreto
Kilo Sage
Kilo Sage

@allentschumper1 

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:

 

SebastianDL_2-1670950494526.png

 

But the first one has a special condition and it will trigger at that moment 

 

SebastianDL_3-1670950567752.png

 

 

 

 

 

 

 


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