When working in cases, is it possible to change the default email template connected to the ‘create email’ action? (image below).
Thanks!
Pete
When working in cases, is it possible to change the default email template connected to the ‘create email’ action? (image below).
Thanks!
Pete
HI
You can change that under System Management> Email Templates.
The Screen ID is CR306015
However, you can choose a different template for each email when you choose create email:
Hi
I should’ve mentioned in the original post, but I already checked and couldn’t find a template associated with CR306015:
At the moment we are doing exactly as you suggested (changing the template manually for each email), but I’m hoping to eliminate this step. We use a single template for most of our case emails
Hi
You could create one. Here is the one from the demo site:
Thanks so much for your
I was able to create the new template, but I don’t know how to make it the default template for the ‘create’ email action.
Hi
In the CRM module, I do not know of where you can make a default. The system wants to allow for templates so that various case templates can be used.
Hi
In the CRM module, I do not know of where you can make a default. The system wants to allow for templates so that various case templates can be used.
I believe this is the actual answer for the original question. There doesn’t seem to be a way to make a default email template for the Create Email action from Cases. Not the answer I was hoping for, but seems like the answer...
Hi
In the CRM module, I do not know of where you can make a default. The system wants to allow for templates so that various case templates can be used.
I believe this is the actual answer for the original question. There doesn’t seem to be a way to make a default email template for the Create Email action from Cases. Not the answer I was hoping for, but seems like the answer...
Do we know how to change the default email template for any processes? I’d like to modify the ShipmentConfirmation….
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