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How can I manage message templates across multiple locations?

Manage message templates centrally across different locations to ensure consistency in your communication.

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How can I manage message templates across multiple locations?

Manage message templates centrally across different locations to ensure consistency in your communication.

What will you find in this article?

  • Summary: How to access templates from other locations.

  • Prerequisites and target audience: What the administrator needs to set up.

  • Activation per location: The necessary setting in the company profile.

  • Selecting templates: How to retrieve and use templates from other locations.

Summary

By activating a specific setting in the company profile, you can view and manage message templates from other locations within your organization. This allows you to create or customize a standard template for a location of your choice.

Prerequisites and Target Audience

This article is intended for (sub)administrators responsible for communication standards across the entire organization. You need administrator rights in the various locations to adjust these settings.

Activation per location

Before you can use templates across locations, this feature must be manually activated.

  1. Navigate to the Settings menu within the company profile.

  2. Navigate to the first tab, General.

  3. Scroll down to the Locations section.

  4. Check the option "Also use templates from other locations by default." 

  5. Important: Repeat this step for each location within the organization where you want to enable this feature.

Select a message template from another location

Once the setting is enabled, an additional option will appear in the template manager.

  1. Click the Message Templates from Other Locations button. 

  2. Select the desired location from the list.

  3. Choose the message template you wish to use or modify.

  4. You can now create a new template or edit an existing template for the selected location.

Customize message template

Editing the text and adding tags functions in the same manner as for your own location. For the full procedure, see the article on customizing message templates.

Frequently Asked Questions (FAQ)

Question: Why don’t I see Branch B’s templates while working in Branch A? Answer: The option “Also use templates from other branches by default” must be checked in both branches (both the source and the destination) by an (sub)administrator.

Question: Can a regular user also edit templates from other branches? Answer: No, managing templates is reserved for (sub)administrators or users who have been specifically assigned these rights in user management.

Troubleshooting

  • Symptom -> The 'Berichtsjablonen van andere vestiging(en)' button does not appear.

    • Cause -> The feature is not enabled in the general settings of the current branch.

    • Solution -> Go to Settings > General and check if the box next to 'Branches' is checked.