Sending a record by email

Portal member can send an email from a grid or portal page. This email can be based on an email template, set up in the site localization settings. The settings of the action that enables portal members to send record information by email define the behavior of the action (whether the changes on the page are saved prior to sending the email, default recipient, subject and body, which values are available for selection, etc.). The email template may be configured to retrieve values from certain fields on the record if necessary.

  Note

For this feature to be available on a page, it must be added to the grid or detail page, and the role that you belong to must have permissions to use this ability on that page.

To send a record by email

  1. Open a grid or edit page from which you want to send an email.
  2. Select the icon.

  3. Fill in the recipient email or choose from the drop-down list, the subject, and edit the email body.

      Note

    The default values of the email (recipient email address, the subject, the body) and values available for selection depend on the email template and other settings configured for this action on this portal page. 
  4. Select SEND.