Ability to select an email client template?

Alessandro Idro
Tera Contributor

Hello. We have an issue we are trying to solve for. The business has asked us for the ability to compose an email and have the right audience in the to/cc fields of the email so that the agent does not spend time looking for the right Audience. Currently, there are about 15 possible scenarios where an email will go to different users. 

 

Now, I know we can create email client templates and pass the to and cc fields, but it seems that this always defaults to the template with the lowest order number. Is there a way to add the email client templates as a pick list to the email pop_up, sort of how the quick messages display? 

 

Something like the attached image. 

1 REPLY 1

Yousaf
Giga Sage

Hi Dario,

Please check if this can help.

Picking Custom Email Templates


Mark Correct or Helpful if it helps.


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