Using Message Templates in case management

[phillipclarke29]

Am I dreaming or is there a way of choosing to send an email from within "manage case" and then using a message template as the basis of that email?

[Donald Lobo]

i dont think this is on the manage case screen.

however you can send email via activity search, so maybe you saw/read about that?

lobo

[Coleman Watts]

At the top of the contact screen in the black "Actions" menu there is a send email option. It is not case-specific but once sent you can choose to "File on case"

[phillipclarke29]

Thanks Coleman and Lobo - I knew it wasn't a dream

[demeritcowboy]

On manage case expand the roles section. You send an email from in there, and can use templates.

[Betty Dolfing]

Is it possible to have the same functionality for Print PDF Letters?

[demeritcowboy]

Do you mean the action from the dropdown on contact search results? Looks like yes you just select the template from the dropdown on the pdf letter creation form?

[Betty Dolfing]

No, what I mean is that on the Case itself, it is possible on the tab 'Roles' to send an e-mail to one of the contacts/Roles.
Using that e-mail option, you can choose templates.

I would like to know if the same functionality is available for printing PDF Letters.

See attachment.

[demeritcowboy]

Not currently. The quickest would probably be to click on the name and then as described above use the black actions menu to choose pdf.