In Creatio, how can I automatically populate the "To" field with the contact's name when sending an email from the Contact or Lead section?
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Customer FX has some articles on their website to handle the code for that. Still do not understand the logic behind not doing so on a contact page... We should have no code possibilities to choose what to link if we wish to, this creates lots of uncessary clicks for the sales reps..
Hello,
Unfortunately, currently it is not possible to automatically populate the "To" field in Message composer element. Our development team is already aware of this need, and we are actively working on implementing this feature in the upcoming versions of the application.
We sincerely appreciate you bringing this to our attention. Your feedback is extremely valuable to us, and we are continuously working to improve our product to better meet your needs.
Thank you for reaching out!