Unable to use an email template in 'Calls' section to email to a Contact or in relation to Call as an activity
Hi
I created an email template as I wanted to email details of the telephone call to a contact.
I went into email template, Calls, found the data I was looking for such as Call Start Time, Call Purpose, Subject, Description etc.
Unfortunately I don't seem to be able to do anything with this as I cannot access the template from within Contacts or access the email of the contact or account from within Activities/Calls.
Any advice on training issue or is this broken?
Thanks
Maxine
maxine@maxxy.co.uk