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Using Templates as ...
 
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Questions Using Templates as "canned responses"

 
Everything Else
Last Post by Tim Rodman 5 years ago
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Mudacon1
Posts: 9
 Mudacon1
Topic starter
August 4, 2020 4:40 am
(@mudacon1)
Active Member
Joined: 6 years ago

Is it possible to send an unprompted email, or reply to an email, using templates as "canned responses" in acumatica?

The only way we have found to insert a notification template is while responding to a lead submission. Everywhere else, it will only allow the insertion of "kb articles" into new emails. Is there a way to make templates available as a source when creating or replying to an email? The option only seems to work if the email activity screen is a popup.

Email Activity

Email Activity2

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templates email canned
1 Reply
Tim Rodman
Posts: 3199
 Tim Rodman
Admin
September 23, 2020 12:51 am
(@timrodman)
Famed Member
Joined: 10 years ago

Hi @mudacon1,

You might want to repost this Discussion Topic in the Everything Else forum on the new official Acumatica Community website:
https://community.acumatica.com/everything-else-119

Here on AUGForums.com, most of the forums will now focus on reporting, with the exception of general topics in the Everything Else (click here) forum and the AUGForums.com Real Talk Podcast (click here) where we'll continue to focus on real Acumatica customer stories (click here if you'd like to participate).

For more info about how AUGForums.com compares to the new official Acumatica Community, checkout this post:
https://www.augforums.com/augforums-com-vs-the-official-acumatica-community


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