Send emails from the full email composer

Create and send an email from a separate workspace tab.

始める前に

Role required: email_composer

手順

1. Open a Workspace record in your instance.
2. Open the full email composer by selecting the More actions icon () from the record view, and then select Compose Email.
   An email draft opens in a new workspace tab.

   

3. If available, complete the Reply To or From field.

   This field specifies who the recipient can reply to after receiving your email. You may choose to specify an entity apart from yourself. For example, the IT service desk.

4. In the To field, add an email recipient.
   You can also add Cc and Bcc recipients by selecting Cc/Bcc.
5. In the Subject field, enter a subject line.
6. オプション: Hide the email header including all recipient fields by selecting the chevron icon ().
7. Create the email body.
   You can insert a quick message in the email body. For more information, see Insert a quick message from the full email composer.

   You can attach a file to the email. For more information, see Add a file to an email from the full email composer

8. Select Send.
   Drafts save automatically after a set number of seconds. For more information on finding email drafts, see Review email drafts from the full email composer.