Default setting for "Save as email templates"

Lenny Thaw

2 de fevereiro de 2022 20:00

When I "Send custom email" and select one of my templates, the "Save as email templates" checkbox is automatically selected. If I customize my response to the user and forget to uncheck this box, it saves my changes to the template that's going to be used by other analysts.

If we have an entirely separate area for listing and editing our templates, why are we editing the template from the send process? 

At a minimum, I'd like to see the default setting for "Save as email templates" as a configurable setting. I might want it unchecked while others might want it checked.

Thanks

3

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  Najjah Gilbert 3 de fevereiro de 2022 22:26

  Hi Lenny,

  Thank you for the feedback! I’ve submitted a feature request on your behalf regarding configuration of the default “Save as email templates” setting. Many of our updates and new features are based on customer ideas and feature requests, so this input is much appreciated.

  Thanks!

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  Jon Walters 14 de julho de 2022 11:54

  I completely agree.  Set the checkbox default to unchecked.

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  Jacob Hahn 14 de julho de 2022 15:39

  Hi Jon,

  Thank you for your feedback, I have added you to the feature request as well to give it more weight!  The higher the demand for a feature, the more likely it is to be prioritized. 

  Thanks,

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