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Jef Vanlaer
Helper ⭐️⭐️⭐️
June 23, 2020
New Idea

Email from Timeline: ability to use template that includes the Activity note

  • June 23, 2020
  • 4 replies
  • 109 views

Email from timeline is great functionality to quickly share meeting notes with a customer. Typically, you want to add an introduction and a signature to these emails. It would be nice to be able to add these as a template to all emails you send from Timeline.

4 replies

nitisha_rathi
Expert ⭐️⭐️
July 9, 2020

Great idea, added to the roadmap.

Contributor ⭐️⭐️⭐️
December 8, 2020

Our team would also like to have this feature. Upvoted.

Do we know if we can see this sooner in the coming few months?

sai_ram
Expert ⭐️⭐️
December 17, 2020

Our team would also like to have this feature. Upvoted.

Do we know if we can see this sooner in the coming few months?

@sainyam_sandhu Thanks for your vote!! nope not in few months. We have this on our long term road-map. 

trevor_shand
Helper ⭐️
May 29, 2024

Has there been any update on this in the last few years?

 

Thank you

 

Trevor