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Question

Cases: Default Email Template by Case Class?

  • May 28, 2026
  • 1 reply
  • 5 views

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It would be so helpful if there was a way to assign a default email template to a Case Class. The Create Email button within a case automatically using the correct email template based on the Case Class would save a huge amount of time and allow for greater automation in our process flow. 

Does anyone know if it’s possible to set an email template default for each Case Class? It seems like this would be a widely-used feature (imho). 

Thank you!

1 reply

rkenna
Captain II
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  • Captain II
  • May 29, 2026

Hi ​@jon12, I do not know of a way this is possible out of the box, but I am sure with some customization, you could get yourself there.