Automatically Populate the CTA’s Associated Person as the Email Recipient

When a CSM opens a CTA with an Associated Person and selects Send Email, the email composer opens with the To field blank. The CSM must manually search for and add the same person already linked to the CTA.

Requested enhancement:

When a CTA has an Associated Person, automatically populate that person’s email address in the To field when the CSM selects Send Email. The CSM should still be able to remove or change the recipient before sending.

This would reduce manual steps, save time, and lower the risk of selecting the wrong contact—especially for automated CTAs created for outreach to a specific person.