In setting up email templates, the “From” field seems limited. Can the email template be set up with the option to choose as the default: 1. The Teammate that is logged in and using the template, and/or 2. The Teammate that is assigned to the recipient?
Thanks!

1 reply
Hi Mickal, thank you for your suggestions. We will definitely take your feedback into consideration for future feature requests regarding email templates on our product roadmap. Additionally, I wanted to let you know that we do have the ability to send an email from "Assigned (or account owner)", which is the default choice for new emails.
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