Send email from ...default email

[Russ]

Hey guys, on email creation modal view, it always shows user's email but for many clients, they need their 'info' or 'crm' email to be used to send emails by default, is there a way to make it?

People are forgetting to change...

Thank you

[Vadym]

Hi Russ,

Perhaps the following thread will be helpful:

https://docs.espocrm.com/administration/emails/#making-group-email-account-system-default

[Russ]

Vadym, thanks, unfortunately it is not, I need a default email on the email modal view (pop-up) when sending any email by the user.
While guide is for system emails (like notifications, etc).. Thanks for trying to help


Any other thoughts?

[Andersen]

I am curious about this as well. I have attached an example of what I am looking to change the default for. I have a small user pool so as a workaround I added the desired group email as an outgoing email address option for every user and marked it as their primary. Is there a "better" way to be doing this?

[victor]

In fact, this is probably the only way. Because Espo first looks at the order of email addresses in the user's profile (in this case, those with SMTP configured). And only then looks at the Group Email Account/Outbound.

However, your solution will cause confusion with incoming email destinations if Fetch Emails are enabled in the Group Email Account/Outbound. Because all users have the same email address in the profile.

Another questionable option may be to prohibit the use of SMTP in Private Email Accounts. In this case, users will receive only incoming emails, and will be able to send from Group Email Account/Outbound. And in this case, it will not be necessary for each user to set Group Email Account/Outbound as Primary in their profile. And there will be no confusion with the destination of incoming letters.

[victor]

Russ,

If we are interested in prohibiting replies from the Personal Email Account from a specific Parent entity (for example, Case), then we can create a simple Workflow:


Please note that in Actions > Update Target Record for Workflow, the From Address (link) field should be specified, not any similar field with a name that includes the word From.

[Russ]

thank you, victor