Formatting a mail or mail template RRS feed

  • Question

  • Is it possible to format a mail Template in CRM.

    I explain : I have some Excel document given by users who ask me to import in CRM.

    Each time an opportunities reach a given step, a mail must be sent with the data and formatting in mail either in the mail body either as attached files. Of course in Excel file there is some cells which must contains data from the opportunity.

    I managed that by process and mail in process.

    In body of the mail I copy and paste the Excel file and fill the missed data with property of the opportunity. All is OK

    But hte fact is I can't modify the tables contains in Excel file (width of columns, height of line even deleting a column or row seems to be impossible).

    When I look to the editor, it seens very rough so I thought maybe is it possible to switch in html forms as other CMS can do this with editor like WYSIWYG or JCE.

    Maybe a solution must be import.

    I tried with Word and mailing lists Template. But I can not import a mailing lists in a process.

    Monday, August 24, 2015 4:14 PM