Email widget, Builder emails and drafts

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Email widget, Builder emails and drafts
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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Emails

Email widget, Builder emails and drafts

The Email widget, the four numbers, Builder or Plain, drafts.

  1. On the Dashboard, Add Widget and pick Email. Small and medium show Unread, Needs reply, Drafts and Sent today, plus your newest conversations. Tap a number to see just those. XL and Full show the whole Emails page.
  2. Needs reply counts conversations where the last email came from someone else 24 hours ago or more (last 30 days, no-reply senders left out).
  3. New Email starts in Builder: rows for your logo, words, a picture, a button and your contact details, with a 390 and 1280 preview. Pick Use Template to start from a Builder template. Switch to Plain for a simple email. Replies are always Plain.
  4. Fields like the customer's name fill in for the customer in To when you send.
  5. Your New Email saves as a draft while you type. Open it again from Drafts. Send or Discard clears it.
  6. New, Check Mail, Templates and Settings are buttons under the Emails title.

Office can edit email templates without full Settings: Roles, Edit Email Templates.

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Updated 10/23/26

v1.4.471

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