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.
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:
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.