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How to restrict options for "Send Direct Email" dialog

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Posted on by 365 UG Leader

When using the "Send Direct Email" feature, it opens a window with an option to send a bulk email to "Selected records on current page", "All records on current page", or "All records on all pages". 

I'd like to lock this dropdown, so users cannot change it from "Selected records on current page". Does anyone have an idea of how to accomplish this?? 

Send-Direct-Email-Options.png

The reason for this request is we want to prevent any of our users from sending an email to our entire customer base, whether intentionally or accidentally. The feature is very useful, but it's too risky for us to enable it if they can send to the entire view of "All Contacts".  

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  • ChadAlt Profile Picture
    ChadAlt 365 UG Leader on at
    RE: How to restrict options for "Send Direct Email" dialog

    I figured as much, but I wanted to check with the community before going to Microsoft.

    Thanks!

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,188 UG Leader on at
    RE: How to restricting options for "Send Direct Email"

    Hi Chad,

    unfortunately, this is standard behavior and cannot be changed. I recommend creating a support ticket and see if it is possible to change this.

    Good Luck !

  • Suggested answer
    Nya Profile Picture
    Nya 29,043 on at
    RE: How to restricting options for "Send Direct Email"

    Hi,

    Unfortunately, the dialog is not a form which can be customized.

    pastedimage1632991833658v1.png

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