Please find attached below the topics discussed on this page:
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What is the Macro Templates section about?
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Click on the Test button, and a small tab will pop up
From the tab, pick the SMTP
Add the email, where the template will be received
Click on the Send button
How to edit a template
Go to the left side of the Template row and click on the Edit Button
The user is redirected to the Templates page where the necessary changes can be made
Once done, click on the Save button.
How to activate or deactivate a template
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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