Enabling Email template in Web UI

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

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.

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When you have a problem with one particular site, a good "first thing to try" is clearing your Firefox cache and deleting your saved cookies for the site.
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Thanks,
Eric
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support,
contact [email protected]
Eric Tao
TechNet Community Support

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concision edit
Message was edited by: thebigother

Let's begin with your first question:
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"Tal" <[email protected]> wrote in message
news:ea556t$1bg$[email protected]..
> my client wants an email template to match (but
simplified) their
> website - what's the best way to approach this? I think
it will primarily
> be used through outlook (not exp)
>
> Thanks

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Enabling Email template in Web UI

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