I've created several portals, one being for partners. We want the partners to have access to the email templates we have created. Actually the templates for which we have set a portal.
Need email templates available in a portal
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It's not supported. You can edit file https://github.com/espocrm/espocrm/b...lTemplate.json
add
"aclPortal": true,
"aclPortalLevelList": ["all", "own", "no"]If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks. -
Ok, I did that and I see the Select Email template in the portal compose email form. Looks like I need to add fields to add it to the Portal Scope Level page and to the Portal Email Compose menu to create templates in the portal? Any guidance greatly appreciated.
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Hello
check "aclPortal", "aclPortalLevelList" parameters in custom/Espo/Custom/Resources/metadata/scopes/{ENTITY_NAME}.json
(or
application/Espo/Modules/Advanced/Resources/metadata/scopes/{ENTITY_NAME}.json,
application/Espo/Modules/Crm/Resources/metadata/scopes/{ENTITY_NAME}.json,
application/Espo/Resources/metadata/scopes/{ENTITY_NAME}.json)Comment
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