Emails and notifications
Two steps tell someone what happened: Send Notification inside the app, and Send Email to their inbox.
In-app notifications
A notification lands in the bell in the top bar, and goes to a user or a role. It suits your own team: "a new deal was assigned to you".
Email has four ways to say who receives it:
| Mode | Recipient |
|---|---|
| Roles | Everyone in the roles you choose |
| People | Named users in this workspace |
| From the record | An address stored in a field on the record — the client's email |
| Fixed address | Addresses you type here |
"From the record" is what gets the message to the client, because the address comes from the very record the button was pressed on.
Record values inside the text
Write a field's name in double braces and it is replaced by its value as the mail is sent:
Subject: Deal {{dealName}} closed
Message: Hi {{clientName}}, your deal is closed.
The message is sent as HTML, so paragraphs and links work.