Issues with saving a template inside the CRM where as before we just opened the template.

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We have a user that has noticed a change in process with our CRM and I am wondering how we can get the old process back.

What happens is that they will go into an existing case or create a new case then go into that case, to add a template document (RMA) to open. If they go to the ellipsis and select the Word Template it will do the following (see screen shots).

What happen before was they did not have to save the template first they could just go and have that open choice.

Any chance anyone else is seeing this?

Thanks in advance.

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LeoAlt 16,341 Moderator on at

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Hi partner,

Did you try this in other browsers?

I did the same operation in Edge, Chrome and IE11.Here are the results.

Edge

Chrome

IE11

We can clearly see that the template can be opened directly without downloading only in Edge.

If you want to open the template as before, I suggest you to use Edge.

Hope it helps.

Best Regards

Leo
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CRMYogi 505 on at

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There should be a setting in the browser to disable this prompt.

Can you try this once?

jwcooney.com/.../remove-internet-explorer-open-or-save-popup