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    Home New York Now Platform Capabilities Now Platform capabilities Notifications Email and SMS notifications Next steps after enabling email The email client

    The email client

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    The email client

    The email client enables you to send email directly from any record, such as an incident, change request, problem, or user record.

    The email client is available by default, and enabled by default on the incident table.

    The email client can be useful in cases where you want to send an email:
    • To engage more people in a piece of work
    • That includes Cc and Bcc recipients
    • That includes personalized comments
    • To a third party who doesn't have an account in your instance
    • To someone about an incident where you don't have an email notification set up to do exactly what you want
    The email client always uses the multipart/mixed content type and supports HTML markup in the message body.
    Note: Line breaks do not appear for multi-line fields such as ${description} and ${comments} in the email client template.
    • Enable the email client for a table

      Enable the email client for a table so that users can send emails directly from the table record.

    • Components installed with the email client

      Several types of components are installed with activation of the Email Client (com.glide.email_client) and Email Client Template (com.glide.email_client_template) plugins, including tables and user roles.

    • Email client interface

      The instance's email client interface looks like a standard email interface, which contains a toolbar for text formatting and adding attachments.

    • Email client configurations

      Use email client configurations to manage the behavior of your email client. Each configuration consists of different email controls for setting allowable email recipients and email addresses.

    • Customize the email client

      The email client has default properties and values that you can customize to suit your needs.

    • Control access to the email client

      You can control access to the email client by changing an ACL rule.

    • Create an email client template

      You can create a different template for each table that uses the email client.

    • SMS delivery with the email client

      A property is available that lets the user select an option to send a notification via SMS.

    • Composing emails with quick messages

      Insert predefined content into the message body of emails that you send from the email client.

    • Email icon display

      You can use access control rules to hide or display the email icon on forms.

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    Release version
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      The email client

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      The email client

      The email client enables you to send email directly from any record, such as an incident, change request, problem, or user record.

      The email client is available by default, and enabled by default on the incident table.

      The email client can be useful in cases where you want to send an email:
      • To engage more people in a piece of work
      • That includes Cc and Bcc recipients
      • That includes personalized comments
      • To a third party who doesn't have an account in your instance
      • To someone about an incident where you don't have an email notification set up to do exactly what you want
      The email client always uses the multipart/mixed content type and supports HTML markup in the message body.
      Note: Line breaks do not appear for multi-line fields such as ${description} and ${comments} in the email client template.
      • Enable the email client for a table

        Enable the email client for a table so that users can send emails directly from the table record.

      • Components installed with the email client

        Several types of components are installed with activation of the Email Client (com.glide.email_client) and Email Client Template (com.glide.email_client_template) plugins, including tables and user roles.

      • Email client interface

        The instance's email client interface looks like a standard email interface, which contains a toolbar for text formatting and adding attachments.

      • Email client configurations

        Use email client configurations to manage the behavior of your email client. Each configuration consists of different email controls for setting allowable email recipients and email addresses.

      • Customize the email client

        The email client has default properties and values that you can customize to suit your needs.

      • Control access to the email client

        You can control access to the email client by changing an ACL rule.

      • Create an email client template

        You can create a different template for each table that uses the email client.

      • SMS delivery with the email client

        A property is available that lets the user select an option to send a notification via SMS.

      • Composing emails with quick messages

        Insert predefined content into the message body of emails that you send from the email client.

      • Email icon display

        You can use access control rules to hide or display the email icon on forms.

      Tags:

      Feedback

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