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Click on the + Create New button
On the New Macro page please add:
The Macro Name
The language
Make sure the Is Active toggle is set to ON
Add the content of the templates
Click on the Save button
By clicking on the Test button, instead, once the template is ready, the user can send a copy of it to his/her email in order to check the final result.
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Go to the left side of the Template row and click on the Edit Button, so the user is redirected to the Templates page
By switching to ON/OFF the toggle Is Active, the template can be activated or deactivated
How to delete a template
Go to the left side of the Template row and click on the Delete Button and the template will be permanently removed from CRM
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Bring me back to the eManage CRM Helpdesk Overview page
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