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.

📘

Info

you 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.

1. Open a record.
2. Click the three-dot (⋯) menu and select Configure Record.
3. Select Entry Layouts from the side menu, then choose the layout for the record.
4. Select the Header component.
5. Click the Open editor button to modify the header configuration settings.
6. Add the configuration below:

"buttonsMenu": [
  {
    "key": "email",
    "color": "#f54278"
  }
]

5. Save the layout.

Step 2: Set up email entry

1. On the record configuration page, select Email Settings.
2. Enable the Send Email checkbox.
3. The Email Settings form is divided into the following sections:

4. Click Save to save the setup.

📌 Need Help?

If you require assistance or encounter any issues, please don't hesitate to contact us for further support.

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