Ron
12/18/2024, 6:38 PMCeligo AI
12/18/2024, 6:38 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems like you're having trouble with the default email address not popping up when creating an email on Purchase. Here are some steps you can follow: 1. Check your Email Preferences: Go to Setup > Company > Email Preferences. Make sure the 'USE POPUP FOR MAIN TRANSACTION EMAIL BUTTON' is checked. This allows you to edit the entire email before sending. 2. Customize the Form: You can customize the customer payment form to display the Email Action as Button instead of Menu. This enforces the preference. 3. Use a Workflow: If you're still having trouble, consider using a workflow with a Send Email Action. This allows you to customize the Sender, Subject Line, and Body of the email. You can set these to a static user, or dynamically from a field on the form. 4. Custom Template: Select 'Custom Template' and you can manipulate the Subject Line and Body of the email. Remember, individual users can also set the 'from' email address under their individual Set Preferences once the global company setting is changed. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
12/18/2024, 6:38 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83585465
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827980101
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826560318
Celigo AI
12/18/2024, 6:38 PM