My Templates Suggestions
First, this sections is amazing! I love using scripts and this will help me add all my scripts so I have them directly in the system and don't have to go elsewhere to find them. LOVE IT!
A few suggestions:
When I first got to the page I could not find how I could add my templates. I saw the section for my templates but that was it. Can you add a button that appears when the my templates tab is selected? The button should take you down to the "Draft Email, message, or dialogue" section below.
After I added my first template, I saw that it was placed within the top my templates section, however the fields all still contained the data so this was a bit confusing. Can you clear out the fields after the new template is saved?
Is there a way to delete a template? I added two of the same due to #2.
I also noticed that after I added my 2nd and 3rd template all my templates appeared to be gone. Once I clicked on a different page and came back to the promote page all my templates were there. So maybe adding a refresh of the page after the new template is saved.
Again, loving this system. I totally suck at keeping track of customers and doing follow ups so the Who's next section is golden. Thanks for creating this. Excited for all the enhancements to come.
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Official comment
Hi Kim, we are working on improving this! Stay tuned, it will be here soon.
Comment actions -
Ok, I have been adding some scripts to the "my templates" section... it's somewhat frustrating in that any spaces, indentations, etc. are not shown in the saved view. I have to go into the "edit" mode to see spacing... it's hard to read line up line of scripts, with no spacing, indentation ,etc. please advise. thank you!
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