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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Exploring email client

You can use the email client either from a form or the record view in a workspace to send an email directly from any record, such as an incident, change request, or problem record.

Email client benefits

BenefitFeature
Send email directly from any record, such as an incident, change request, or problem recordEmail client
Enable the email client for a table so that users can send emails directly from the table recordEnable the email client for a table
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 addressesEmail client configurations
Give users the option to send an email client message as an SMS text messageEnable SMS delivery with the email client
Create a different template for each table that uses the email client to pre-populate data for recipients and email contentCreate an email client template
Create and insert predefined content to add in the email client so that users can write emails consistently and efficientlyComposing emails with quick messages
Customize email address internationalization to turn off processing of inbound and outbound emails, disable support for inbound emails or to add email address format for decoding international email addressesEmail address internationalization

What to explore next

To learn more about configuring and using email client, see: