1. List> Relationships> Customers
2. View a Customer record> General> Messages> Click on Email
3. On the New Message pop up, hit on Attachments tab> Attach File> Hit on (>>)> New> Browse> Select the File from your desktop> Open> More Options> Set Folder to "Templates : E-mail Templates"> Save
4. To confirm, repeat steps 1 and 2> On the New Message pop up, hit on Attachments tab> Attach File> Type in the first three letters of the File name and notice it's now appearing on the pop up as an option.
NOTE: The folder "Templates : E-mail Templates" was just used for testing purposes. The important thing is you save the file on a specific folder for it to auto-suggest the next time it will be used.
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