I cannot access all the templates in CRM | CRM FAQs

I have access to email templates, but not to mail merge or inventory templates, what should I do?

The permissions to access inventory templates and mail merge templates are listed separately under Manage Templates, so you will only be able to create inventory and mail merge templates if all three are enabled for your profile.
To enable all three template permissions:
  1. Navigate to Setup > Users and Control > Security Control > Profiles.
  2. Choose the specific profile.
  3. Click on Email and Templates under Setup Permissions on the left.
  4. Click on the Manage Templates dropdown.
  5. Select Email Templates, Inventory Templates, and Mail Merge using Zoho Writer.


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