Re: how to enter default value for "From Name" in email screen?

jkammer — Fri, 28 Mar 2014 02:07:03 GMT

Thanks a lot, Adam. I appreciate those good screen shots.

I used the better way, as you suggested, and added a second action. It works, but if I change the template selection the From Name field goes blank again and I have to go back to unclick "Send an email" and then click "Send an email" again to get my company name to populate the field again.

Please advise how to avoid these extra steps.

Jack

how to enter default value for "From Name" in email screen?

jkammer — Wed, 26 Mar 2014 13:43:26 GMT

Greetings,

I'm a newbie and a one-man operation starting up a social services training and consulting firm, so customizing Method is a bit of a stretch for me. Nonetheless, I am trying to do something myself that seems like it ought to be pretty easy -- if I had a clue.

I want to make my company name the default value in the From Name field in the Send Email screen. I've tried multiple times to Edit and enter the default in the From Name field, then I publish, but it doesn't stick when I go to send an email. I am trying to do this in a copy of the CRMQBO_NewActivity screen. Is that where I should be?

Many thanks.

Jack

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Re: how to enter default value for "From Name" in email screen?

how to enter default value for "From Name" in email screen?