Organize Email Templates Alphabetically?

Kirk Behrendt
Kirk Behrendt Member Posts: 1
edited June 2022 in Sales CRM #1

I used to be able to sort/organize my email templates alphabetically in Pipedrive and now I can't.  Does anyone have any suggestions?  It's just getting a little messy back there with all of the email templates I have created.  Thanks.

Comments

  • Kreete K
    Kreete K Moderator Posts: 360
    Third Anniversary 100 Comments 25 Likes 5 Answers
    CUSTOMER SUPPORT
    edited March 2022 #2

    Hi Kirk! 

    Where are you checking the Templates exactly? I might have a bit of different settings but once you open up the Template Manager, you can sort based on Title or creation date as here: https://sharing.pipedrive.com/g19PnB

  • Jonathan Gennick
    Jonathan Gennick Member Posts: 49
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited March 2022 #3

    I've often thought that some sort of grouping mechanism would be helpful, because my list is getting pretty long too.