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Email Template Group


Alisha

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Hello,

How does the email template grouping work please? If I create a group, does that mean I can filter on the group and only see certain templates when composing an email on a request? It would be great if we can filter out IT Services, Facilities, etc. so each Service only sees their own templates. (It would be great if we could also filter it even further so teams only see their own templates.)

Many thanks,
Alisha

Email Template Group.png

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@Alisha thanks for your post.

Email Template Grouping works in 2 parts.

The first part is defining the groups/categorisations in the admin area (as per your screenshot). This functionality is currently available.

The second part is selecting a template, based on grouping, when composing an email from a request. This part is currently work in progress and will be delivered in a Service Manager update over the coming weeks.

Alex

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