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Common Function: Email

Overview

You can send "Email" from "Department", "Group", "User" and "Table" "Record" and "Site Management" "Editor". The URL of the "Record" is automatically inserted in the "Email", so the recipient of the email can easily access the record. For "Table" "Record", you can register the recipient in the "Address Book" and "Default Recipient". The content sent by email is displayed at the bottom of the "Editor".

Limitations

  1. You cannot paste images or attach files in "Email".

Prerequisites

  1. To send an email, you must first "Set Up To Send Emails From Pleasanter".

Address Book Settings

You can set the address book to which emails will be sent. This operation requires site administration privileges.

  1. Open the desired table.
  2. From the "Management" menu, click "Manage Table".
  3. Open the "Email " tab.

  4. Please configure according to the table below.

    Column name Description Setting method
    Default address book Default email address book Enter any email address book
    Default recipient Default email address for each recipient Enter any email address

  5. Click the "Update" button at the bottom of the screen.