Use filter to show/hide templates in FT button window

The templates each user sees in the FT button window are based on the permissions you set for him as your collaborator. So a certain template can be available to user A (when he presses on the FT button from Salesforce) and not to user B.
In this version, we’ve added a new functionality where you can also show a template based on a value in your record (record type or other). So in fact even if a user has permission for the template, he may see it in some records and not in others, based on the logic you set.
Watch how to use the filter to show/hide templates in the FT button window


Enjoy!