Edit and move email recipients

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Edit and move recipients across the To, Cc, and Bcc email fields instead of manually removing and adding individual recipients.

    Antes de Iniciar

    Role required: email_composer

    Procedimento

    1. Open a record.
    2. Select the Email tab of the Compose panel in the record view, or open the Compose Email page.
    3. Add recipients to the desired email fields by copying and pasting email addresses or entering recipients' email addresses manually.
      Email recipients consist of individual pill icons (Pill icon).

      When you enter an invalid email address, an exclamation icon (Invalid email icon) appears within the email address' pill and the Send email button is inactive.

      When you enter a blocked email address, a blocked icon (Blocked email icon) appears within the email address' pill and the Send email button is inactive.

    4. Move a recipient to a different field by dragging the pill icon.
    5. Right-select a recipient.
      You can edit a recipient's email address by selecting Edit, copy and paste recipients with Copy and Cut, and remove recipients with Remove.

      Options for editing recipients

    6. Opcional: To select multiple recipients, use keyboard and mouse device shortcuts.
      For reference, see Keyboard and mouse device shortcuts for adding recipients to email fields.