Is it possible to set a default template for the Send Email task?

Adam_Morris Customer IT Monkey ✭

March 2017 in Analyst Portal

I would like for a default template to be automatically selected when an analyst clicks the Send Email task. Is it possible to configure this?

Answers

Brett_Moffett Cireson PACE Super IT Monkey ✭✭✭✭✭

March 2017

Not out of the box.
This could be done with some custom JS code but I think it would be better served as a feature request.
Here is one that is very popular: https://community.cireson.com/discussion/145/improvements-of-send-email

I know that changes to Send Email are slated for release in v8.1 of the portal (2 versions ahead) and that should only be a few months away (Maybe July...)

I'd add this as either a fresh feature request or add a comment to the existing one above.

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