Frequently asked questions

Who can I send emails to?

You can send emails to anyone with a valid email address.

How do I send an email?

In Tasks — open the task, go to the Forms tab, and click Email at the bottom of the page next to Generate.
In Contacts — click the three-dot menu to the right of the contact and select Email.
In Forms & Letters — select the form, then click Email at the bottom of the screen.
In Documents — click the three dots to the right of the document and select Email.

Are there logs of emails being sent?

Yes. On the Overview page, filter the Notes section by Email to view a log of sent emails. The log includes who sent the email, who received it, and any attachments.

Can I attach documents when sending an email?

Yes. Attachments are supported with a maximum size of 25 MB.

Can I send an email to multiple recipients at once?

Yes. Enter multiple email addresses in the To field, separated by commas.

Can I customize the subject line and body of the email?

Yes. Both the subject line and body are fully editable before sending.

Will the recipient be able to reply to the email?

Yes. Recipients can reply directly to the email, and responses go to the sender's email address. Replies are not currently tracked within the platform.

How will I know if my email was successfully sent?

A confirmation message appears in the bottom right of the screen after sending. You can also check the Sent folder in your personal email account.

Can I save a draft of an email?

Not currently. Complete your email in one session before sending.

What happens if an email fails to send?

An error message appears. Check your internet connection and try again. Failed emails do not appear in the email log.

Can I format the text in the email body?

Yes. Basic formatting options are available, including bold, italics, and bullet points.

Can I use email templates?

Not currently. You can manually compose and reuse content for similar emails.

Will attachments be automatically saved in the document section?

Yes. Attachments sent via email are automatically saved in the Documents section.

Can I schedule emails to be sent later?

Not currently. All emails are sent immediately after you click Send.