Email Entry Setup
Email Entry Setup allows you to configure email behavior directly from a record, without using JSON or custom code. You can:
- Define default recipients (To, CC, BCC)
- Control where email suggestions come from
- Apply filters to ensure valid recipients
- Pull emails from associated records
All configurations are managed through the Email Settings form on the record.
Watch the guided demo below to set up email settings.
You can also follow the same steps using the written guide below.
Infoyou can only set this feature up to the custom records
(Optional) Step 1: Enable Email on the Record
Follow these steps if the record does not have email functionality.
- Open a record.
- Click the three-dot (⋯) menu and select Configure Record.
- Select Entry Layouts from the side menu, then choose the layout for the record.
- Select the Header component.
- Click the Open editor button to modify the header configuration settings.
- Add the configuration below:
"buttonsMenu": [
{
"key": "email",
"color": "#f54278"
}
]- Save the layout.
Step 2: Set up email entry
- On the record configuration page, select Email Settings.
- Enable the Send Email checkbox.
- The Email Settings form is divided into the following sections:
Define default recipients for the entry. Available fields are:
- Email To: Set the default primary recipient.
- Email CC: Set default CC recipients.
- Email BCC: Set default BCC recipients (e.g., internal tracking or audit emails).
NoteOnly email type fields can be selected.
InfoClick + Add joined on a field to link it to an email field within a related record.
For example, if the available field is Linked Participant, select + Add joined, then choose Email. This will link to the participant’s email address.
Configure where recipients are sourced from when typing in the To / CC / BCC fields. As a result, only active contacts with valid email addresses appear when typing. Available fields are:
- Record: Select the record type to source emails from (e.g., Contacts, Organizations).
- Select Record to Source Emails From: Choose the specific record dataset.
- Additional Search Criteria: Additional filter to match emails from. E.g., with criteria set to "Full Name", names can be matched with while searching.
- Email Field → Field containing the email address.
- Name Field → Field displayed as the primary label.
- Avatar Field → Optional image field.
- Secondary Information Field → Additional context (e.g., company name).
- Filter: Apply conditions to limit available recipients.
Configure records from which to source email recipients when focusing on the To/CC/BCC fields. When a user clicks into a recipient field, suggested emails are automatically displayed.
Define associated records to import email addresses from. For example, when sending an email from a Task, automatically pull the sender or recipient from the related Project.
Avaialble fields are:
- Title: Label for the association.
- Record: Select the related record (e.g., Project, Organization).
- Email Field: Field containing the email address.
- Linked Field: Defines how the record is related.
- Filter: Optional filtering option.
InfoThis is useful for multi-record relationships but depends on your data structure.
- Click Save to save the setup.
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Updated 4 months ago