🔹 Accessing the Send Email Action
From the Activities tab, each activity includes an Actions column.
To open the email experience:
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Click the email icon in the Actions column
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An email modal opens without leaving the Activities page
This allows you to view and send emails related to the selected contact or project directly from the Activities view.
🔹 Viewing Related Emails
At the top of the modal, you’ll see the External Emails section.
Here you can:
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View incoming and outgoing emails
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See the subject, sender, and date
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Track communication tied to the selected contact or project
If no emails are available, a prompt appears allowing you to compose a new message.
✉️ Composing a New Email
To start a new message:
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Click Compose Email
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Confirm or edit the To field
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Add recipients in CC if needed
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Enter a subject line (automatically includes the project reference)
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Write your message in the email body
This ensures emails remain properly associated with the correct record.
📎 Adding Attachments
Below the message body, you can attach files by:
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Uploading files directly from your computer
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Selecting files from the project’s existing documents
Both single and bulk uploads are supported.
🔄 Sending and Refreshing
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Click Submit to send the email
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Click Refresh at any time to load the most recent messages
All communication remains connected to the correct contact or project.
✅ Key Takeaways
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Send emails without leaving the Activities page
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Keep communication tied to the right records
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Reduce screen switching and improve workflow efficiency
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Maintain a complete email history in one place