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angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
October 2, 2024
New Idea

Pre-populate or Lookup options for Email Assist To & CC

Related products:CS Cockpit & Playbooks
  • October 2, 2024
  • 0 replies
  • 17 views

We use email assist in CTAs with the Add Email option instead of with a Playbook because our users need to access translated versions of the email templates.  Therefore, we cannot ever have the To or CC lines pre-populated with the email address. If we did use the email task in a Playbook, we could only pre-populate the To line with data at the time the CTA fired and not the real-time current contact.

 

Suggesting any of the following improvements:

  1. Allow Admins to configure the To and CC for Email Templates in the Builder
  2. Allow end users to look-up fields on the Company / Relationship to bring in an email, similar to how CTA assignments can be searched by CSM or other fields