Use email templates in the record view
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Navigation and UI
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Quickly compose emails for common issues by selecting an email template in the record view instead of manually drafting an email.
Before you begin
Role required: email_composer
Procedure
- Open a Workspace record in your instance.
- Use email templates within the record view by opening the Email tab under the Compose panel.
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Select the email templates icon (
) in the record sidebar.
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Select the menu icon (
), and select Apply Template.