Add sorting function to Merge Templates
Would it be possible to add a sorting feature to merge templates? We use 45-50 different merge templates, and to keep things organized, we group them by kind: Announcement Letters, Award Letters, Quarterly payment letters, etc. Currently, when we need to upload an additional template it is just added at the bottom of the list. A sorting feature would help us move that last added new template to others like it in the list. A sorting feature would expedite finding the right letter template rather than scrolling up and down until the correct template is located. For instance, in “Follow-Up Drafts,” clicking the “Date” header sorts by date, grouping all the follow-ups that are due on the same date. It would be the same idea for uploaded merge templates, perhaps alphabetically or numerically. We hope this is an easy thing to do and we would really appreciate your consideration. Thank you so much!
Pam Thomas
shared this idea
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Lauren Bruno
commented
I agree - would love to see the same kind of "file" management in merge templates that we now have with emails.
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Kristen Cullen
commented
I'd love to see this feature implemented as well. It would be extremely helpful in keeping our mail merge templates organized. Thank you for considering!