Overview:

The user cannot find the email templates on the email template selection page.

Root Cause:

Two situations can cause this problem.

• The user has no visible permission to the product which is set in the email templates.
• Some of the email templates are in the staged status. The user cannot see the staged email templates if not in the test mode.

Solution:

Please follow the steps below to resolve the problem:

1. Give the user visible permission to the product in My Setup tab.
2. The user can see the staged email templates by setting the test mode. Check the Approved Email Admin option in the user's detail page.

                                 

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Related Documentation:

CRM Online Help: Using the My Setup Page

                              Configuring Approved Email Content Admins

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