Hello dear all,
Two months ago we decided to move on Lightning . Now step by step we achieve it , but unfortunately users can not accept it.
Here is one of my misunderstanding topic. I read a lot of information about Email Templates ,but is it not clear to me whether there is an option and how to use the templates from Classic . Some give advice to create a new ones , another part to use templates from Classic to Lightning, but in that case users have a limit of use.We work with Person Accounts , if this information is important .
Can you give me some advice on how you did this?
I will be very grateful !
Thank you in advance !
@Cynthia Thomas Hello dear Cynthia ,
Many thank for your reply.
I start to create a new Template which we have existing in our Classic user interface.
I attach you to see on the print screen that I do not have an option to insert Name from 'Account'.
Because I want to insert from 'Opportunity'
appointment stage date and from 'Account' name details
