I want to be able to create an email template for sending 'work offers' to users. The way I want to use it is to create a new template, insert the recipient as a user and then insert an email template. This way I can edit some of the info.
It seems CRM does not allow email templates to be inserted into emails sent to users unless a workflow is used. A workflow is not suitable in this case.
I this just something that cannot be done? I am using CRM 3.0.
Thanks
Laura