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Email Templates

Emails at /emails (Email Templates surface) is the template directory: the named templates outbound mail renders from. A send without a template is improvisation; the row here is the version of record. This surface is not the correspondence log — tracked email threads against CRM records live at CRM Emails (/crm-emails).

  • The records tab sits above the template table (name, key, type, subject, status, updated).
  • Table controls narrow the rows: search templates, sort, columns, filters, and type dropdowns. New Email adds a template.
Email Templates at /emails: records tab above a template table with name, key, type, subject, status, and updated columns
  • The key is the stable reference: sends and workflows point at the key, not the display name, so renaming the name never breaks a sender.
  • The subject renders per send. Variables in the subject are the contract with the sender — change them and every caller re-checks.
  • Route email attention through Inbox: the attention queue carries the notice, the thread carries the facts.

What next

Section titled “What next”
  • CRM Emails: the tracked-email log against CRM records — not templates.
  • Inbox: the attention queue when a thread needs someone.
  • Contacts: the people behind the addresses.
  • Notifications: the event needs behind outbound mail.