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Cases: changing the default template for the 'create email' action

  • February 21, 2023
  • 8 replies
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peterj23
Freshman II
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When working in cases, is it possible to change the default email template connected to the ‘create email’ action? (image below).

 

Thanks!
Pete

 

 

Best answer by Kandy Beatty

HI @peterj23 

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:

 

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8 replies

Kandy Beatty
Captain II
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  • Answer
  • February 21, 2023

HI @peterj23 

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:

 


peterj23
Freshman II
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  • Author
  • Freshman II
  • 10 replies
  • February 21, 2023

Hi @kandybeatty49, thanks for the reply!

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 


Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • February 21, 2023

Hi @peterj23 

You could create one. Here is the one from the demo site:

 


peterj23
Freshman II
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  • Freshman II
  • 10 replies
  • February 21, 2023

Thanks so much for your @kandybeatty49, but unfortunately I couldn’t get it to work

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.


Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • February 21, 2023

Hi @peterj23 

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. 


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  • Jr Varsity III
  • 25 replies
  • February 9, 2024
Kandy Beatty wrote:

Hi @peterj23 

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...


K2a
Jr Varsity III
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  • Jr Varsity III
  • 92 replies
  • February 13, 2024
dsimone20 wrote:
Kandy Beatty wrote:

Hi @peterj23 

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….


  • Freshman I
  • 1 reply
  • March 26, 2025

I have edited the email template: ShipmentConfirmationNotification.

But when I go to print and SEND a shipment confirmation, a generic, basic email template appears, not the one I edited. I have to select the template I edited for every shipment confirmation.

And I cannot determine what template is showing up when I choose SEND.

I would like to find the default email template that appears when I print and send a shipment confirmation.


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