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A2022 R2 - How to default the Opportunity Activity Email Template

  • May 23, 2023 2:11 PM UTC
  • 2 replies
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Freshman II
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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 Manikanta Dhulipudi

Hi @phillipmarotta 

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

 

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2 replies

Manikanta Dhulipudi
Captain II
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Hi @phillipmarotta 

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

 

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Acumatica Functional Consultant & Customer Experience Supervisor
    Freshman I
    • doliver
    • Freshman I
    • Sep 26, 2023 7:09 PM UTC

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

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