enabling Email template in Web UI

[Former Member]

Hi

One of the requirements with respect to email templates is that the on the web UI screen, say for example, the service order screen, there would be a button on the screen(for Emails), on the click of which the user views an email template with auto filled data mapped to certain fields and standard data available in template.

The user can then edit the email and then send the same to the customer.

Any inputs on the approach would be appreciated.

Regards

Ankit

[Former Member · Accepted solution]

Hi Ankit,

I think we can use mail forms in WebUI for this.

CRMD_EMAIL form is now available in WebUI when we login using Marketing Manager Business Role (and in others as well).

Templates can be created and you can send out mail sfrom the webUI screen itself.

Regards

Ron.

[Former Member]

Hi,

In the webUI select the business role Marketing manger,

for sending a email CRMD_EMAIL form is available.

regards,

Raju