How to View Email Template?

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

1. On the Compose or Reply form, click Insert Template button. 

2. A pop-up window will show the related entry based on the email address. 

3. On the left hand side, it will display the available Email Template.

4. Once you selected which template to use, click Insert button. 

5. The template will load in the compose form along with its details and content.

Note: Creating new or editing existing templates can only be done in your SugarCRM 7 instance. Click Manage in SugarCRM button to get redirected to your SugarCRM 7 instance. 

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