When sending an email from a transaction, what con...
# generalj
jen
05/15/2026, 12:36 AMWhen sending an email from a transaction, what controls what option is selected in this dropdown for
Typem
MGBC
05/15/2026, 12:37 AMI think there is a send email as preference on customer records
j
jen
05/15/2026, 12:47 AMYes, that’s used if you select Default. My question is what controls what is auto-selected when this window appears, it doesn’t seem to be either the user’s preference nor the customer’s. We have a user who when she opens the window, it goes to ‘Default’ for her. All our customers are set to PDF and her preferences are set to PDF.
jen
05/15/2026, 12:47 AMfor me, it loads the page with ‘PDF’ selected.
b
Ben Thelke
05/15/2026, 5:20 PMWhen you test, are you in the same role? Have they deleted cache, closed browser, and tried again?
j
jen
05/15/2026, 5:40 PMThese has been a problem for a long time so I don’t think it’s a caching thing. I’ve ruled out the following:
• customer preferences
• user preferences
• transaction type
• custom form of transaction
• role
• execution context
• message template
jen
05/15/2026, 8:16 PMIt’s not. First of all, there is no option for “Default” in user preferences, just PDF or HTML, yet some users have ‘Default’ selected when the email popup opens. Secondly, I have multiple users all with ‘PDF’ selected in their user preferences, yet some (not all) have ‘Default’ autoselect in the dropdown on the email popup. I already said above that I had ruled this out.
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