Is it possible to customize the Transaction > E...
# general
n
Is it possible to customize the Transaction > Email popup window to set a default email template? Scenario is I want a specific template to be preloaded when they click to email a particular custom form. I have this working for an immediate send via a workflow but sometimes they want to manually edit&send the template
m
I've done it but it was pretty hacky (involved injecting client code in an inline html field because the message record only supports UE scripts).
n
what would you think if I add a transaction button to open the standard URL and append "&template=37" Seems to populate with template id 37 when i do it manually. .crmmessage.nl?transaction=484338&entity=5464&l=T&templatetype=EMAIL*&template=37*
m
Sounds like it a decent option
n
i'm sure I've tried this over the years and always gave up. thanks for the inspiration!