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- tlCurious Observer
Hi Matthew,
- When an email is sent when completing a task (task outcome). Is it possible to have the email template open (to allow it to be edited) rather than send immediately?
- Under 'Classic tasks' I'm able to search by 'Case / Thread Template' which I find very useful. How can I do this using the new 'Tasks' hub.
- MatTenison
Advisely Board
Hi Matthew, I paid someone a couple of years ago to create our current threads in xplan. They're great as they automatically open up emails and file notes at specific times of the thread. If I want to make changes to these, where would I go and do you feel this is something most people could set up on without IT or xplan guru support? How would someone get started setting these up from scratch as can make a real difference to a business!
- Rainier-Reyes
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