If you've created email templates and are unable to see them under CRM → Templates, it's important to know that email templates in Scribe are app-specific. This means templates will only appear under the app in which they were created.

For example:

• If you created the templates while using Scribe Accounts, they will only be visible in CRM → Templates within the Scribe Accounts app.
• Similarly, if they were created in Scribe Allotments, Bookings, or Cemetery, you’ll need to access the relevant app to view and manage those templates.

How to Locate Your Email Templates:

1. Verify the App You Are Using:

   • Check which Scribe app you are currently using. You can identify this by the main menu options visible on your screen.

2. Navigate to the Templates Section:

   • Within the correct app, go to CRM → Templates.
   • Here, you will find all templates specific to that app.

3. Switch to the Correct App if Needed:

   • If the templates you’re looking for are not visible, they might belong to a different app. Switch to the app where you originally created them, and then go to CRM → Templates.

Important Note:

Templates are not shared across apps, so they must be managed individually within each app.

If you still cannot find your templates after following these steps, double-check which app you were using when the templates were created. Alternatively, feel free to contact Scribe support for further assistance.

We hope this helps you locate your email templates quickly! 😊