5
The process of inserting templates contains a few additional clicks that are not necessary.
Ideally, when clicking on "Insert Template" it should bring up a list of templates immediately without having to have the user verify whether the template is related to the "Recipient" or "Regarding".
Essentially, how MS Outlook behaves. You click on "Insert Template" and you then you choose the template.
Whilst this may not seem cumbersome for a couple of emails, if you had to send 100's or 1000's of emails a day, it does add up.
I assume that there must be a genuine reason for it be set up this way in the first place so maybe an option to disable this feature would be beneficial to companies who also feel that this process is unnecesssary.
Ideally, when clicking on "Insert Template" it should bring up a list of templates immediately without having to have the user verify whether the template is related to the "Recipient" or "Regarding".
Essentially, how MS Outlook behaves. You click on "Insert Template" and you then you choose the template.
Whilst this may not seem cumbersome for a couple of emails, if you had to send 100's or 1000's of emails a day, it does add up.
I assume that there must be a genuine reason for it be set up this way in the first place so maybe an option to disable this feature would be beneficial to companies who also feel that this process is unnecesssary.
STATUS DETAILS
Completed
Administrator on 6/14/2023 6:35:21 AM
Thank you for your valuable feedback. This feature is now available for enhanced email template selection.
Set "Skip Select Record dialog" setting to Yes to use this feature. With this feature enabled, record selection dialog will be skipped and record selection will be enabled as a tab within the template selection window.
Refer to the documentation for the steps to enable the feature -Customize the enhanced email template selection view
Your help was greatly appreciated.
Regards,
Naman Agrawal
Product Manager, Microsoft