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  • Using Message Templates in case management
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Author Topic: Using Message Templates in case management  (Read 922 times)

phillipclarke29

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Using Message Templates in case management
November 10, 2013, 01:27:28 pm
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

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Re: Using Message Templates in case management
November 10, 2013, 03:18:14 pm

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
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Coleman Watts

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Re: Using Message Templates in case management
November 10, 2013, 04:20:57 pm
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"
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phillipclarke29

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Re: Using Message Templates in case management
November 11, 2013, 12:07:17 am
Thanks Coleman and Lobo - I knew it wasn't a dream

demeritcowboy

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Re: Using Message Templates in case management
November 11, 2013, 04:21:55 pm
On manage case expand the roles section. You send an email from in there, and can use templates.

Betty Dolfing

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Re: Using Message Templates in case management
March 12, 2014, 02:34:12 am
Is it possible to have the same functionality for Print PDF Letters?

demeritcowboy

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Re: Using Message Templates in case management
March 12, 2014, 11:01:51 am
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

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Re: Using Message Templates in case management
March 26, 2014, 07:18:25 am
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

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Re: Using Message Templates in case management
March 26, 2014, 08:24:02 am
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.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • Using Message Templates in case management

This forum was archived on 2017-11-26.