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Send Transaction Email to Contact Manually

edited Sep 8, 2020 1:28PM in Ask A Guru 2 comments

We would rarely use the 'Save and Email' function on a Quote transaction because it doesn't give options to select a template or edit the text etc.

However, the 'Email' button in the Communications tab always defaults to the Customer email address (which is very frustrating)

I have the Contact email address showing in the Messages subtab against 'To Be Emailed', and I have also tried adding the Contact under Relationships - but neither of these seem to affect the Email popup window.

Is there any way to get the Emil popup to default to the appropriate contact for the transaction?

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