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The current process of selecting a template when answering to an email from the timeline is very time consuming and not user friendly. Right now the user needs to open the email, click on reply, then insert template, select the template, confirm changes and only then can start answering. There is way too many clicks involved.
Suggestion would be, that an admin can set a default template to be loaded automatically when a user wants to reply to an email which includes merge fields so that the user no longer has to click his or her way through to finally get there. Of course it still should be possible select another template once the default one is loaded according to the current solution to allow flexibility.
Suggestion would be, that an admin can set a default template to be loaded automatically when a user wants to reply to an email which includes merge fields so that the user no longer has to click his or her way through to finally get there. Of course it still should be possible select another template once the default one is loaded according to the current solution to allow flexibility.
STATUS DETAILS
Needs Votes
Comments
Or even just default it to the Case, or Opportunity rather than offering the option of the Contact/Account that it is being addressed to.
Category: Email
Administrator on 9/26/2023 3:13:03 AM
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Regards,
Naman Agrawal
Product Manager, Microsoft