The CRM system allows you to create an email and then save it as a template for future use. I am trying to clean up all of the previous templates that have been saved. Odoo Community 13. When we change the template, we want to have only the last / best template listed. How do I delete the older templates? I am not a coder, just an admin. No code answers please. If this requires coding, let me know that. I'll direct you to our support developer.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
Hi Blaine, In order to view all of your email templates, you will need to go to general settings and enable developer mode. The screen will refresh and in the top bar you should see technical. Under technical, you should see "email" within this section is "templates". CRM templates are most likely have to a name beginning with lead/opportunity.To delete simply check the box next to the template. An action button should show up at the top of the page near search, click this button then select delete. hope this helps
Thank you for explaining this Marisa! I followed your instructions. Thanks!!!
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign upRelated Posts | Replies | Views | Activity | |
---|---|---|---|---|
|
1
Sep 24
|
621 | ||
|
3
Dec 19
|
14827 | ||
|
0
Aug 23
|
856 | ||
|
0
Apr 16
|
3070 | ||
|
3
Sep 23
|
1584 |