When generating an email from Activities on the Contact object, is there a way to change the default "Related To" option? It currently defaults to Account, but we need it to default to "Opportunity" instead. The email template being used needs to merge both Contact and Opportunity data in, which is why we're generating the email from the Contact Object instead of Opportunity; when we do it the opposite, the Contact data will not merge.
So...any way to change the default in the Related To field?
Thanks!
8 answers
if you are sending the email from an opportunity, you can default the related to value to the opportunity you are sending from.
i dont know of a way to default the object to opportunities unless you built something super custom.
