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Categories Tasks & Workflow
Created by Guest
Created on May 16, 2023

Workflow flow e-mails have its own section in templates

At present when you do a workflow you can select an e-mail in the sequence. The choice of templates for this e-mail comes from the canned section in templates. The problem with this way of doing it, is you have to have place holders for the workflow e-mails for who it is 'To', As canned message normally have only the core information you want to send due to the 'To' placeholder comes up automatically when creating an e-mail . If the same message is shared one as a traditional canned e-mail and one in the workflow with the 'To' placeholder this will make the canned messages very crowded. Especially when going down the list doing the traditional use of canned message. So to have a different section for these e-mail so you don't have them on the canned e-mails list would be helpful.

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