Previewing Rendered Approved Email Content
Users can preview rendered Approved Documents or sent emails directly within CRM. This enables users to ensure information in the content is correct.
When a user navigates to the record’s detail page, they can see the email template HTML rendered directly within CRM.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users require an Approved Email license
- End Users
Configuring Previews of Rendered Approved Email Content
End Users
Displaying HTML content in Approved Documents and displaying HTML content in Sent Emails can be configured independently.
To display Approved Document HTML content:
- Ensure Configuring Approved Email as Document Model is complete.
- Enable the tab for the approved_document__v object.
To display Sent Email HTML content:
- Ensure Configuring Approved Email as Document Model is complete.
- Enable the tab for the sent_email__v object.
Using Previews for Rendered Approved Email Content
End Users
To view a preview of the rendered content of an Approved Email, navigate to the Approved Email record's detail page. Users can also view previews of email messages from the Approved Email tab.
