Access templates from the conversation tab | Feature Requests

Access templates from the conversation tab

Alexis Johnson

Now that it is constantly pulling us to the conversation tab of the customer page, it would be nice to be able to access the templates.. 
It really slows us down as a BDC team because we are having to navigate to the activity tab. Wasn't an issue before we were switched automatically to the convo tab. 
Please update! Thank you. Not sure why we wouldn't have templates in the conversation tab normally.

Shelby Parker

Thanks for flagging this, Alexis Johnson — totally hear you on the extra navigation slowing your BDC team down, especially now that you’re being routed to the Conversation tab by default. This is really helpful context; I’m sharing it with the team so we can review adding template access directly in the Conversation tab, and we’ll follow up if we need any additional details from your workflow.