Ideas - Click Marketing Automation for D365

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Information about the Product Ideas portal can be found in this support article.

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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CD-I-2092 Create Folders for Email Templates.

Template Folders Merged

When working with a large quantity of templates across multiple projects and needing to save down copies for each issue that's sent out so as not to override the master, it would be helpful to sort them by folder or at least by project. With A-Z or recent it's not efficient if trying to pull up an infrequently used template as there are many copies of to sort through as well. I have to keep hitting the search bar and remember specific titles if there's a long array of saved templates. IT would also help with project management to have the overview of templates generally used for new starter onboarding and for simply archiving. I hope that all makes sense. But this would be helpful to have or to be able to implement a sort by project feature and manually add a permanent sort or saved filters. Currently to use the filter I have to reapply my queries each time and remember the names I'm looking for instead of simply browsing. This feature would be a massive time saver.

  • Guest
  • Dec 16 2022