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‎05-05-2025 03:58 PM
Is there a way to limit what users are shown in the 'To' autocomplete suggestion field for the 'Compose' section within the CSM Workspace? Or even a way to turn off that suggestion altogether (thus rendering agents to have to manually type in each email address they would attempt to email)? I am struggling to even find where it is configured either, if anyone could help guide me to where that is, it would be greatly appreciated!
Solved! Go to Solution.
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‎05-12-2025 12:30 PM
Replying to my own post so that others may see the resolution.
2 components for modifying the auto-suggestion for an emails 'To' on a ticket -
1. Email Client Configurations
2. Email Client Recipient Qualifiers
There is a default Email Client Configuration that is not specified to any table, which uses two recipient qualifiers - 'active users' and 'active groups'. That was the current catch all that was being used within my instance.
You can create a Recipient Qualifier to specify the who (i.e - sys_user table) and build a condition from there (i.e - active is true & email address contains X).
Then, you can create an Email Client Configuration that applies that Recipient Qualifier (or more, if desired) to a specific table (i.e - Case table).
This is the document that helped me better understand -
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‎05-12-2025 12:30 PM
Replying to my own post so that others may see the resolution.
2 components for modifying the auto-suggestion for an emails 'To' on a ticket -
1. Email Client Configurations
2. Email Client Recipient Qualifiers
There is a default Email Client Configuration that is not specified to any table, which uses two recipient qualifiers - 'active users' and 'active groups'. That was the current catch all that was being used within my instance.
You can create a Recipient Qualifier to specify the who (i.e - sys_user table) and build a condition from there (i.e - active is true & email address contains X).
Then, you can create an Email Client Configuration that applies that Recipient Qualifier (or more, if desired) to a specific table (i.e - Case table).
This is the document that helped me better understand -