How to configure quick email

ANWAR BASHA
Tera Contributor

Hello team,

Please help me how we configured the quick email functionality in form

1 ACCEPTED SOLUTION

Cris P
Tera Guru

Hi there,

OOTB there should be an email option on Incident, in the Context menu of the form, click the 3 dots, there should be 'email' option there:

find_real_file.png

 

If you want the option on a different table, you can do the following:

1. Create a UI Action on that table:

1.1. Client = true

1.2. Onclick: openEmailClient()

1.3. Script:

function openEmailClient(){
	emailClientOpenPop('PASS_YOUR_TABLE_NAME_HERE');
}

 

This UI action should open up the NOW email client

View solution in original post

2 REPLIES 2

Cris P
Tera Guru

Hi there,

OOTB there should be an email option on Incident, in the Context menu of the form, click the 3 dots, there should be 'email' option there:

find_real_file.png

 

If you want the option on a different table, you can do the following:

1. Create a UI Action on that table:

1.1. Client = true

1.2. Onclick: openEmailClient()

1.3. Script:

function openEmailClient(){
	emailClientOpenPop('PASS_YOUR_TABLE_NAME_HERE');
}

 

This UI action should open up the NOW email client

Sagar Pagar
Tera Patron

Hi,

You can use the Email option to send a quick email.

Or take a look at old thread -  Email client template calling through UI action

 

Thanks,
Sagar Pagar

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