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Questions Prevented from selecting notification template

 
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Last Post by Dominic Boullé 1 year ago
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Dominic Boullé
Posts: 17
 Dominic Boullé
Topic starter
July 9, 2024 7:49 pm
(@dboulle)
Eminent Member
Joined: 2 years ago

Hi there, hoping somebody has experience in fixing this...

Under the opportunities module, in the Sales quotes screen, when attempting to send an email from the print action, all users are prevented from selecting the relevant notification template... The option is greyed out. I have not experienced this in any other module.

I first attempted to change the email defaults in opportunity preferences, but nothing changed.

I then manually selected the notification template in the report.rpx, which only half works because each employee needs their variable signature block, and their block saved under "My Profile" will not load through to the module for whatever reason.

It feels like something in the logic is going wrong, could it perhaps be fixed via a customisation project???

All help is appreciated!

image

Topic Tags
notification template Email report designer Emails opportunities
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Topic Tags:  notification template (5) , Email (4) , report designer (47) , Emails (3) , opportunities (5) ,
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