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Email tracking and template problem RRS feed

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    Hi All,

    I have a problems:

    1. User created an email template to use in the crm 2011 (within the outlook 2010). Every time s/he (it happens in 2 systems/pcs [same hardware, same software to the version level]) trying to add thus template, it seems to load it but it doesn`t show in the email. On my computer (same hardware/software as the other 2 pcs), it is working.How do I fix it?

    2. Same users as above, when they do send an email it doesn`t track the email in the activity. They use outlook to edit and send the emails.

    How do I fix that?

    Please help.

    Wednesday, April 11, 2012 11:58 AM

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    Thanks Faisal, It is not the permissions problem.

    I have found why the template doesn`t work. It won`t allow sending emails or insert templates if one of the must fields is missing of the related entity (contact/opportunity..), it won`t let it send and do I wrote above.

    • Marked as answer by Adzzer Sunday, April 15, 2012 6:42 AM
    Sunday, April 15, 2012 6:42 AM

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    Check the previliges of that user's role on Email Template entity.

    Regards Faisal

    Wednesday, April 11, 2012 12:16 PM
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    Thanks Faisal, It is not the permissions problem.

    I have found why the template doesn`t work. It won`t allow sending emails or insert templates if one of the must fields is missing of the related entity (contact/opportunity..), it won`t let it send and do I wrote above.

    • Marked as answer by Adzzer Sunday, April 15, 2012 6:42 AM
    Sunday, April 15, 2012 6:42 AM