Skip to Main Content
Update: This Suggestion Box has been migrated to The Network, Trimble's online user community and is now read-only. Please click the link to add a new idea, vote, or comment.
Categories Reports
Created by Brendan Radich
Created on Mar 16, 2021

Email Templates for Each Record Type

It would be very useful if we could build email templates for each record type, at the portfolio level. When emailing a record, the user could be presented with a dropdown to select from any available templates. The templates could automatically insert information such as Record #, Description, Due Dates, Etc.

  • Attach files