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How to restrict options for "Send Direct Email" dialog

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Posted on by ChadAlt

365 User Group 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??

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 365 User Group Leader on at

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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!
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meelamri 13,202 User Group Leader on at

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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 !
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Nya 29,054 on at

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RE: How to restricting options for "Send Direct Email"

Hi,

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