RE: CRM email templates not viewable by users by Daniel
Daniel
Wed Oct 03 01:42:01 PDT 2007
This solution didn't do it for me. I still have a problem when users are in
the highest BU, they are able to see the email templates. If I put them one
BU lower, they get nothing. How do I solve this?
--
CRM consultant
"Rich E" wrote:
> We encountered a similar issue when we created new security roles. Even
> though we had e-mail template access set to read, we could not see the
> templates. We discovered that when you set up a new security profile, the
> Business Unit setting (under Business Management) has to be set to "read" at
> the organization level. It does not default to that. I'm sure I'll figure
> out the logic in that some day <smile>
>
> "hlondono" wrote:
>
> > We have several email templates in our CRM server, most of them are
> > Global and are viewable by the Organization, the admin is able to view
> > the list and attach all the templates, but the users don't see the
> > template list and thus cannot attach them, any ideas why this might be
> > happening.
> >
> > Hernan Londono
> > Project Manager
> > FLD, Inc.
> >
> >