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Automatically populating email from Template (Leads Module) works in overview but not in detail view #4481

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opened 2026-02-20 16:18:04 -05:00 by deekerman · 8 comments

deekerman commented

2026-02-20 16:18:04 -05:00

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Originally created by @peter-lernyx on GitHub (Jan 29, 2021).

Issue

When composing an email from detail view in Leads, populating the email from template does not work. Detail view meaning this:

When composing an email from overview in Leads, populating the email from template DOES work.
Overview meaning this:

Expected Behavior

Detail view should populate email from template

Actual Behavior

Subject of Message gets populated, Body of email doesn't

Possible Fix

Tried 8913 ,that doesn't do anything on 7.11.18
According to a discussion in the forum 7.11.15 doesn't have the issue.
https://community.suitecrm.com/t/email-templates-not-loading/68637/80

Steps to Reproduce

open Softaculous demo
create a lead
create a simple template without variable
Go back to your created lead and view the detail page by clicking on lead name
In detail view click on lead's email to compose an email
Load your template from (2)
Watch subject of email being populated, body not.

####Infrastructure
Tested on W10 Firefox, Chrome, Edge as well as MacOS Firefox.

Originally created by @peter-lernyx on GitHub (Jan 29, 2021). #### Issue When composing an email from detail view in Leads, populating the email from template does **not** work. Detail view meaning this: ![grafik](https://user-images.githubusercontent.com/75390480/106308622-3fffa380-6261-11eb-81ca-0e9a3d7f18a5.png) When composing an email from overview in Leads, populating the email from template **DOES** work. Overview meaning this: ![grafik](https://user-images.githubusercontent.com/75390480/106308682-5443a080-6261-11eb-94b5-1c4c86a6f52e.png) #### Expected Behavior Detail view should populate email from template #### Actual Behavior Subject of Message gets populated, Body of email doesn't #### Possible Fix Tried 8913 ,that doesn't do anything on 7.11.18 According to a discussion in the forum 7.11.15 doesn't have the issue. https://community.suitecrm.com/t/email-templates-not-loading/68637/80 #### Steps to Reproduce 1. open Softaculous demo 2. create a lead 3. create a simple template without variable 4. Go back to your created lead and view the detail page by clicking on lead name 5. In detail view click on lead's email to compose an email 6. Load your template from (2) 7. Watch subject of email being populated, body not. ####Infrastructure Tested on W10 Firefox, Chrome, Edge as well as MacOS Firefox.

deekerman added the

Type: Bug

Priority:Critical

Severity: Major

Status: Team Investigating

Area: Emails:Templates

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2026-02-20 16:18:04 -05:00

deekerman commented

2026-02-20 16:18:06 -05:00

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@johnM2401 commented on GitHub (Feb 2, 2021):

Looks like this is potentially the same as:
https://github.com/salesagility/SuiteCRM/issues/8956

@johnM2401 commented on GitHub (Feb 2, 2021): Looks like this is potentially the same as: https://github.com/salesagility/SuiteCRM/issues/8956

deekerman commented

2026-02-20 16:18:06 -05:00

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@ellyqual commented on GitHub (Feb 3, 2021):

my answer from #8956 - same issue as in this thread:

faced the same issue here.
solution from pstevens71 did work, what I did:

apply fix from @mattlorimer github.com/salesagility/SuiteCRM@86a6654e17
rebuilt all the JS files (in admin repair)
step 3 from @pstevens71 did not work for me, I had to clear my browser cache completely
tried to send an email via DetailView in Leads/Contact module: Popup will be shown correct and works fine & well even when creating mail from a template.
thank you guys!

@ellyqual commented on GitHub (Feb 3, 2021): my answer from #8956 - same issue as in this thread: faced the same issue here. solution from pstevens71 did work, what I did: apply fix from @mattlorimer https://github.com/salesagility/SuiteCRM/commit/86a6654e170f98c902e14196d02a266b33de6343 rebuilt all the JS files (in admin repair) step 3 from @pstevens71 did not work for me, I had to clear my browser cache completely tried to send an email via DetailView in Leads/Contact module: Popup will be shown correct and works fine & well even when creating mail from a template. thank you guys!

deekerman commented

2026-02-20 16:18:06 -05:00

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@serhiisamko091184 commented on GitHub (Oct 4, 2024):

Hello @peter-lernyx,

Thanks for raising the issue,

I didn't manage to replicate the issue in the latest version of SuiteCRM (7.14.5), could you, please, clarify, if this is still an issue on your end?

Many thanks in advance!

Regards,
Serhii

@serhiisamko091184 commented on GitHub (Oct 4, 2024): Hello @peter-lernyx, Thanks for raising the issue, I didn't manage to replicate the issue in the latest version of SuiteCRM (7.14.5), could you, please, clarify, if this is still an issue on your end? Many thanks in advance! Regards, Serhii

deekerman commented

2026-02-20 16:18:06 -05:00

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@pstevens71 commented on GitHub (Oct 4, 2024):

I just tested and it works fine for me personally. But I do get complaints often for this. It seems to be a browser cache issue that is extremely difficult to flush. I normally tell people to switch browsers to Edge or Firefox.

@pstevens71 commented on GitHub (Oct 4, 2024): I just tested and it works fine for me personally. But I do get complaints often for this. It seems to be a browser cache issue that is extremely difficult to flush. I normally tell people to switch browsers to Edge or Firefox.

deekerman commented

2026-02-20 16:18:06 -05:00

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@serhiisamko091184 commented on GitHub (Oct 4, 2024):

Hey @pstevens71,

thanks for your comment,
I was testing the issue on Chrome and Firefox browsers. Everything works as expected.

Thanks a lot!

Regards,
Serhii

@serhiisamko091184 commented on GitHub (Oct 4, 2024): Hey @pstevens71, thanks for your comment, I was testing the issue on Chrome and Firefox browsers. Everything works as expected. Thanks a lot! Regards, Serhii

deekerman commented

2026-02-20 16:18:06 -05:00

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@pstevens71 commented on GitHub (Oct 4, 2024):

Hey @serhiisamko091184, yes for most people it works just fine. I think it's a very quirky browser cache problem. It seems to only affect a small number of people. For example, my wife accessing my CRM is experiencing it right now. On the same system on the same server, on the same browser, I am not. She also has the same access as me. I haven't been able to put my finger on exactly why it affects only a small number of people. I can't find any commonalities.

@pstevens71 commented on GitHub (Oct 4, 2024): Hey @serhiisamko091184, yes for most people it works just fine. I think it's a very quirky browser cache problem. It seems to only affect a small number of people. For example, my wife accessing my CRM is experiencing it right now. On the same system on the same server, on the same browser, I am not. She also has the same access as me. I haven't been able to put my finger on exactly why it affects only a small number of people. I can't find any commonalities.

deekerman commented

2026-02-20 16:18:06 -05:00

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@serhiisamko091184 commented on GitHub (Oct 4, 2024):

Thanks for the additional information @pstevens71, just to clarify - are you on the latest SuiteCRM 7 version?

I'll try to run more tests.

Still interested in getting feedback from the user who raised the ticket.

Thanks!

Regards,
Serhii

@serhiisamko091184 commented on GitHub (Oct 4, 2024): Thanks for the additional information @pstevens71, just to clarify - are you on the latest SuiteCRM 7 version? I'll try to run more tests. Still interested in getting feedback from the user who raised the ticket. Thanks! Regards, Serhii

deekerman commented

2026-02-20 16:18:07 -05:00

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@pstevens71 commented on GitHub (Oct 4, 2024):

@serhiisamko091184 I'm on 7.14.3, to not the latest, but pretty close.

@pstevens71 commented on GitHub (Oct 4, 2024): @serhiisamko091184 I'm on 7.14.3, to not the latest, but pretty close.