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Hello everyone,
I am working on implementing personal Emails into our ESPO system. I originally turned it off due to privacy issues, which I think I have sorted out, where people only see their own emails.
But now I am running into an issue for our support team where they are about to reply to an email from a case, but it auto-populates their personal email first over the support group email. Is there a way to make it auto-populate the support email first when it's related to a case? Since I am still figuring out JSON and coding for web-based applications, I was hoping this could be done within the interface or within a formula. If not, I can add that to my list of research on books/classes to learn how to handle ESPO-based issues.
Below is a photo to show what I want to do in a case. The Red line next to the name is a personal email in espo, but I want the green arrow to be auto-selected (or at the top) when responding specifically to a case.
I am working on implementing personal Emails into our ESPO system. I originally turned it off due to privacy issues, which I think I have sorted out, where people only see their own emails.
But now I am running into an issue for our support team where they are about to reply to an email from a case, but it auto-populates their personal email first over the support group email. Is there a way to make it auto-populate the support email first when it's related to a case? Since I am still figuring out JSON and coding for web-based applications, I was hoping this could be done within the interface or within a formula. If not, I can add that to my list of research on books/classes to learn how to handle ESPO-based issues.
Below is a photo to show what I want to do in a case. The Red line next to the name is a personal email in espo, but I want the green arrow to be auto-selected (or at the top) when responding specifically to a case.