Send or Log an Email Directly from Lists of Activities

Where appropriate, you can send or manually log an email to the participants in tasks and appointments directly from the list of activities in the Activities page. There's no need to open the task or appointment first.

To send or log an email, click Actions (three vertical dots) for a task, or appointment in the Activities page and select Send Email or Log an Email.

• Send Email opens an email compose window addressed to all the contacts associated with the record in the To field. Resources are copied (entered in the CC field).

• Log an Email opens a window where you can enter an email that was sent outside the application, so it's available for reference.