Release: Hazel and above.
This widget allows you and your teammates to easily send an email to the current record when added to a Workspace.
Sending Emails
If this widget is available in your current Workspace it will allow you to easily send an email to the selected record. To do this, first, click the 'refresh' icon to fetch the current record. Then proceed to type in your Email.
To add CCs, BCCs, and/or choose an 'Email Template' click the 'Show additional options' link located below the recipients' field to display those options.
To add recipients, just start typing their names or email address to get a list of suggestions to choose from.
Email Workspace Configuration [Admins]
To add this widget to any Workspace, you will need to follow the steps described in the 'Workspace' tutorial and use the following information to configure it.
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Configuration |
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|---|---|
| Type | |
| Title | Name that will be displayed on the detail page. |
| Frame ID | This ID can be anything that will help you identify your Widget, as long as it doesn't contain any spaces. |
| Integration | Select one of your available integrations only if the widget should interact with it. |