Email Template Central Organization
Amanda Aparicio
It is very different to access all 3 types of email templates. Integration email templates are in one place whereas Automatioin email templates you have to drill into a template an click on Manage to access that template (very clunky) Or go to settings and notifications. for emails that are sent from a task line automation those are different templates. One central Email template page maybe organized by tab to see what type of email template it is would be so nice.
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Canny AI
Merged in a post:
Ability to Access Email Templates & Client Notification Templates Without Going Through A Project
S
Sarah L
Currently the list of Email Templates set up in FC cannot be accessed in a templates list. It can only be accessed by going to a template where an email automation is set up, selecting 'manage templates' within the automation. The same is true for 'client notification' templates (which are also emails). Client notification templates and email templates should also be accessible in the same place, as both types of communication are delivered via email to the client.