No Edit Option to Add Custom Mail Template

[Former Member]

Hi,

I can’t assign custom mail templates on the system under Mail Configuration : System Default Mail Configuration, it has come to my attention that the edit option has been removed from the system and this stops me from assigning a custom mail template to a mail type.

Further more I can't even make changes on the internal and external actions on which mails must be sent and which ones must not be sent.

See attached image for more details:

Please advise.

Kind regards,

Sabelo.

[former_member190023 · Accepted solution]

Hi Sabelo,

It's not possible to edit the system.default.mailconfig

You should do Document->Duplicate and create a custom mail config.

Bogdan

[Former Member · Accepted solution]

After duplicating the custom mail config, how do I make it the default mail config on the system?

[former_member190023 · Accepted solution]

Hi Sabelo,

You don't have to do anything, system will automatically fetch from the list the correct Mail Configuration, based on the Company field.

More specifically, when you duplicate a Mail Config, system will automatically populate the Company field, and then will use this config for every email related to that specific company (or any other sub-company defined in MasterData).

Bogdan

[Former Member · Accepted solution]

Thank you problem solved

[former_member188515]

Hi Sabelo,

Duplicate your default system config and customize the duplicated one according to your need. Standard ones do not have option of editing just like queries.

Regards,

Yeshwanth K.S

[Former Member]

After duplicating the custom mail config, how do I make it the default mail config on the system?

[former_member188515]

The new email config will be used based on the company field. There is no need to do that manually.

[Former Member]

Thank you problem solved