A2022 R2 - How to default the Opportunity Activity Email Template

  • 23 May 2023
  • 2 replies

Userlevel 3
Badge +1

In opportunity, Create Email,  the popup appears but there is no default template.  Where does this get set up?  I have an email template linked to screen CR30400.


Please advise.



Best answer by manikantad18 23 May 2023, 16:25

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2 replies

Userlevel 7
Badge +12

Hi @phillipmarotta 

Are you able to pick the notification template from the drop-down?


I have this same question.  The default value “To:” keeps populating with incorrect data.


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