E-mail templates enhancements¶
Available for activities and retriever.¶
After adding e-mail templates, we got many requests to also allow them to be used within activities. We have now made them available for appointments, tasks and correspondence. We introduced some new selection controls to support the newly added modules as well. You will also notice you can make it available for the retriever.
Filtering from support call¶
As you can see below there is a new section which will allow you to set filters, you can add Relationship, Organization and or Group.
It means that when you select an email template from a support call for instance, it will check if the filter is applicable to the party related in that support call. When you press the arrow next to the e-mail icon you will see a list with the filter applied on it. When you click on the e-mail icon it will open the find form where you can, if you wish so, remove the filters and you will be able to see all templates.
As an example, let us assume we have the following seven e-mail templates defined.
| - | E-mail template name | Type of filter | Filter value |
|---|---|---|---|
| 1 | Default E-mail | Group | Sales |
| 2 | Default information E-mail | Group | Sales |
| 3 | Reminder E-mail | Group | Financial |
| 4 | Schedule visit E-mail | Organization | Hillcorp |
| 5 | Unknown formal E-mail | No filter | - |
| 6 | Dutch translated E-Mail | Party relation | Dutch_Supplier |
| 7 | Gold Customer E-mail | Party Relation and Organization | Gold_Customer and Hillcorp |
Now we will have the following structure for the customer that the call can be related to.
What we know is that John has an additional partyrelation set to Dutch_Supplier and Judy has a partyrelation Gold_Customer. Ben is not a part of the Hillcorp organization.
Now depending on the context of the call you will be able to use the email templates as shown below. Remember that if an e-mail template has no filters defined, everybody will be able to see it.
| Support Call Context | Shown E-mail templates |
|---|---|
| Group - Sales | 1,2,3,4,5 |
| Person - Judy | 3,4,5,7 |
| Person - John | 1,2,3,4,5,6 |
| Person - Ben | 5 |
Updating event after sending e-mail.¶
A section called “Update support call event after sending e-mail” is added. This will update the contents of the event based on the sent e-mail. Only the body will be copied to the notes, the summary will remain the same always. There are three options you can select and can only be used when you sent an e-mail from a support call event, not the support call itself. The options are;
- Always, which will always update the event with the contents of the send e-mail.
- Never, will never update the event after sending the e-mail.
- Ask question, which will ask you if you wish to update the event after sending an e-mail. will ask you every time you send an e-mail if you want to update the relates event as well.
Also, you will be able to see in the event when and by whom the call was sent. An sent by and sent on field was added.