Compose: Difference between revisions
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Coming | Coming March 2026 (waiting on rollout from Microsoft) | ||
Compose Mode is when you are writing an email | Compose Mode is when you are writing an email | ||
A menu is available in this context | A menu is available in this context | ||
[[File:Compose menu.png]] | [[File:Compose menu.png]] | ||
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Note: Email Templates in Creatio do not support attachments | Note: Email Templates in Creatio do not support attachments | ||
[[File:Creatio email templates.png]] | |||
1: Search. Use a % for a partial search | |||
2: Click an item to select it | |||
3: Click the icon to preview (see below) | |||
'''Email Template Preview''' | |||
[[File:Creatio email template preview.png]] | |||
1: Navigate easily through the templates | |||
2: Click "USE" to insert the email into the compose window | |||
'''Shared Documents''' | '''Shared Documents''' | ||
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Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). | Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). | ||
Then you attach files and those are available in the dialog. | Then you attach files and those are available in the dialog. | ||
A: Filter on name | |||
B. Download to preview the file | |||
C. Click to attach the file to the email | |||
[[File:Creatio attach documents.png]] | |||
'''Address Book''' | '''Address Book''' | ||
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC. | This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC. | ||
A. Search area. Use a % in the text to search on a LIKE bases otherwise it is exact | |||
B. The results show up here | |||
C. Click na item in B and this will populate the To area | |||
D and E: Click into these and then click and item in B to populate those. Whichever of C, D and E have the focus is used. | |||
Click OKAY to close the window and have the values you selected inserted into the window | |||
[[File:Creatio address book.png]] | [[File:Creatio address book.png]] | ||
Latest revision as of 13:20, 14 March 2026
Coming March 2026 (waiting on rollout from Microsoft)
Compose Mode is when you are writing an email
A menu is available in this context
Email Templates
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'.
Select 'Email' from the treeview.
Select 'Message templates' and within this area you can edit and create new templates.
Note: Email Templates in Creatio do not support attachments
1: Search. Use a % for a partial search
2: Click an item to select it
3: Click the icon to preview (see below)
Email Template Preview
1: Navigate easily through the templates
2: Click "USE" to insert the email into the compose window
Shared Documents
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). Then you attach files and those are available in the dialog.
A: Filter on name
B. Download to preview the file
C. Click to attach the file to the email
Address Book
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.
A. Search area. Use a % in the text to search on a LIKE bases otherwise it is exact
B. The results show up here
C. Click na item in B and this will populate the To area
D and E: Click into these and then click and item in B to populate those. Whichever of C, D and E have the focus is used.
Click OKAY to close the window and have the values you selected inserted into the window
