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How to narrow my search for specific assets and templates?
Posted by The Team at Mindmatrix on 26 February 2016 01:33 PM

The "Asset Configuration Tool" helps you find the templates and assets most relevant to a particular user. To access this feature, go to "Setup" and then "Asset Management" and then

click "Asset Configuration". 

 

Select the criteria that you would like to sort sort you assets/ templates by, and then click "Save". 

 

When you attempt to send an asset or other type of communication to a contact, content containing the criteria you selected will appear.

 

 

 

 

 

 

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