When a CSR uses a template, there are often fill in details or instructions like "attach the receipt" that I have tried to include in the text in bold colors but even my best CSRs have shot off the email without removing my instructions during bus...
Be able to have reusable components (Eg headers and footers) that can be referenced within templates - so it's easy to maintain a constant look and feel and easy to make one change that will be reflected across all templates.
Support for Embedded, tab-enabled Tables/Forms in Templates
Why Tables/Forms? Forms provide a more efficient method of entering structured data. Forms also reduce errors and encourage data consistency. Desirable Tables/Forms Features Inserting a Table, using the same style of 'Insert Table" interface found...
In message templates, when using a dynamic variable I can create a fallback variable or text. I would like to have two fallback options, one being another variable, and a second fallback being text.
Sometimes you don't have the customer's name, and you need something more formal than hi or hello. Or perhaps you have the customer's name, but you just want to be more formal than hello [name]. That's why we would like to see a message variable f...