Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie

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.

Awatar
Odrzuć
Najlepsza odpowiedź

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

Awatar
Odrzuć
Autor

Thank you for explaining this Marisa! I followed your instructions. Thanks!!!

Powiązane posty Odpowiedzi Widoki Czynność
2
lut 25
3230
3
gru 19
16514
1
cze 25
1613
0
sie 23
2072
0
kwi 16
4524