Edit Compose Email

lisac
Giga Contributor

I would like to add a field to the body of an email on the Compose Email function from a Task record

1 ACCEPTED SOLUTION

Yes, you are talking about email client. In order to make changes to the template, you need to create a template of your own on the table you want.   Go to Client Templates module and create a new template as shown below.Here are the screenshots of a sample client template I have created on sc_task table to include the task number in the body of the email.


1.PNG



find_real_file.png


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11 REPLIES 11

Abhinay Erra
Giga Sage

Did you get this working?


Yes, thank you


Mike Cumbee
Giga Expert

Lisa;



In the System Policy section you have ways to adjust the body of an automatically generated email:



find_real_file.png




You can create or modify an Email Notification by selecting Notifications and the selecting the one you want to modify (or create a new one):



find_real_file.png




There's different ways of modifying the text.   You can adjust it in the Notification, use an email template, or call a   script from the Message HTML area.




HTH


MC


Abhinay Erra
Giga Sage

Please mark my response as correct.



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Hello Abhinay



I have a question about the compose email, i see how have a select box ( quick message) how did you do implemented that?


i would like to have the same functionality to be able to select from a template list.



Thanks in advance for your time



Christophe Silva