Edit and move email recipients

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: email_composer

    Procedure

    1. Open a record.
    2. Open the mini email composer or the full email composer.
      • Open the mini email composer by selecting the Email tab under the Compose panel.
      • Open the full email composer by selecting the More Actions icon (More actions icon) and Compose Email.
    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. Optional: To select multiple recipients, use keyboard and mouse device shortcuts.
      For reference, see Keyboard and mouse device shortcuts for adding recipients to email fields.