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How to change email defaults for "Send a message" in CRM under "opportunities"?

JC François
on 10/3/14, 3:38 AM 774 views

I am trying to use the CRM module to track opportunities. Whenever there is an update to an opportunity I want to send a message to the followers of that opportunity and log the update below the description of the opportunity. That is working fine.

However, when I click on "Send a message" under "opportunities", the email address of the customer is checked by default which is very risky because the internal update will be sent to the customer also if I forget to uncheck the box.

How can I change the default to have the checkbox next to the email adress of the customer unchecked?


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Asked: 10/3/14, 3:38 AM
Seen: 774 times
Last updated: 3/16/15, 8:10 AM