Help: set default email template (proposals)

Hello,

I did a search and could not find a duplicate question so here we go:

I am looking for assistance setting a newly created email template as the default selection for commercial proposals. I have also made another template for purchase orders and would like to do the same thing with that email template.

Thank you for any assistance!

Ver 8.0.2

Hello,

I am still stuck on this does anyone have any experience with this issue by chance? Thanks

Hello,
I think you to set the position of the template. Did you try that?

I’m having the same issue. Setting the position doesn’t do it. I only have 1 email template to choose from and I have to select it from the drop down and apply it to see my template. In previous versions of the software, I used to add the following to force the template:

&action=presend&modelmailselected=11&mode=init#formmailbeforetitle

This no longer works. I’m trying to find a simple solution so I don’t have to go and modify core code.

I continued to look into this. The previous user was correct. Check the “Order” of the email template. In the DB, the field is named “position”. I’m running 8.0.0 and I noticed a problem. If you edit the template and save the “Order” field as “0”, it converts to “NULL”. I had to go directly into the DB and update it there. Once I set to “0”, my default templates started to work.