How to Use and View Email Template?


Note: Creating new and editing templates can only be done in your SugarCRM 7.x and above instance. 

 


Email Templates are created from your Sugar instance. To view these templates in the sidebar:


1. On the Compose or Reply form, click the Collabspot icon. 


2. Click on Insert Template button. 




3. Click on Allow button in the pop-up window. 



4. All templates available in your Sugar will display on the list. Choose email template you'd like to use then click the Insert button.




5. The template will load in the compose or reply form.