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When creating a new template, we'd like to control 2 default fields/columns. Column: Email type is always "user" and Viewable by (permission level - ispersonal column) is always Individual - we'd like to have the new default columns to be ex. "contact" and "organization" is our preference. As of now we have to have reminders/training because many users forgot to allow organization wide or which entity to start.
OR MORE LOGICAL - RESPECT TEMPLATE SETTINGS
A fallback would be to respect the setting from the new "start from existing template" it like 1/2 way there because it respects email type, of course, but not ispersonal (always defaults to individual and I do not see a way to change).
Control is good.
Thanks,
Gus
STATUS DETAILS
New