Send an Email allows users to send an email to a contact.
- To allows a user to send an email to 1 of the email fields on the contact record.
- Related To will log the email in the activity history of another object.
- Additionally To, CC: and BCC: allows a user to lookup individuals within their organization, or other contacts at the same company as the recipient. A user can also manually type in any email address here.
- Subject is the subject of the email
- Body is the body of the email and can be populated by selecting a template or typing text.
- Select Template allows a user to select templates from already created templates in their org.
- Attach File allows a user to select files from their machine or files attached in the org.