Improved Navigation & Search Within the Email Template Section

Updated :

We are excited to introduce a user-friendly enhancement to our CRM's email templates feature. This update significantly improves the user experience by allowing users to seamlessly navigate email templates, making it more efficient and convenient to access and use templates for communication with leads and clients.

Key Features:

  • Remember Previous Location: When a user filters email templates by category or performs a search and clicks on a template, the system will remember the previously applied category or search. This means that when the user clicks the "Back" button, they will return to the same filtered or searched view, eliminating the need to reapply filters or perform searches each time.
  • Expanded Search Functionality: We have expanded the search functionality to include not only the email template subject but also the title and content of the email templates. This broader search scope enables users to find the most relevant templates more efficiently.

Benefits of the Update:

  • Enhanced User Efficiency: Users can now navigate through email templates more efficiently, reducing the time and effort required to locate and use the suitable template.
  • Improved User Experience: The ability to remember the previous location and expanded search functionality contribute to an improved and more user-friendly experience within the CRM.
  • Streamlined Communication: This update streamlines the process of selecting and using email templates for lead and client communication, ensuring consistent and compelling messaging.
  • Time Savings: Users save time by not having to reapply filters or conduct repetitive searches, allowing them to focus more on engaging with leads and clients.

These enhancements to email template navigation will contribute to a more efficient and enjoyable user experience within the CRM. If you have any questions or need assistance with this feature, please do not hesitate to contact our support team.



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