Using the Email Templates List view
The List view displays only the email templates that you may access. You can also use groups
and lookups to filter the list of records that are displayed.
Note: The security access determines the
functions that are available. You can contact the administrator for any access
rights changes.
Click on the menu to access the Email Templates List view.
- Click
, to refresh the list information. - Work with records in a grid. See Working with Grids in List Views and Tabs
- Filter My List. See Using the CRM Workflow List View
- Use the Lookup to search for records. See Using the Activities List View
- Click a template's name to open the Email Template Detail view. See Using the Email Template Detail view
- View a group. See What are Groups?
- Using the group shortcut menu. See Using the Group Shortcut Menu
- Manage groups. See Using the Groups List