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03-31-2008, 12:26 PM
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CMS 2.0 Document Management Tutorial
Is there a tutorial for the new docment management system? I'm having trouble using the templates and I'm not sure if there's something wrong with the system, or the user.
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Calum MacKenzie Tampa Real Estate | Wesley Chapel Real Estate | Sun Valley Real Estate 
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03-31-2008, 09:02 PM
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Re: CMS 2.0 Document Management Tutorial
To the Customer Service Rep that picks this up: Is there any reason why we don't have a link to the Tutorial from the forum?
The Specific question was that when sending an email to a lead in CMS 2 ... and you choose from the drop down that reads: "Template: (optional)" ... what's suppose to happen there? Should the template pre-populate in the editor? Calum .. I've PM'd you the link to the tutorial ... Last edited by Aaron; 03-31-2008 at 09:05 PM.
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03-31-2008, 09:38 PM
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Re: CMS 2.0 Document Management Tutorial
Thanks Aaron, I got it.
I think I figured out what I was doing wrong. For future upgrades it would be nice to have the option to edit one of the templates or pre-built emails before it went out. I have a lot of "semi-standard" emails that I like to customize a bit before I send them out.
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Calum MacKenzie Tampa Real Estate | Wesley Chapel Real Estate | Sun Valley Real Estate
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