Composing and Sending Emails

Overview

You can compose and send emails directly from Cloudclerk using your connected Microsoft 365 account. The compose dialog includes a rich text editor, template support with merge fields, and the ability to preview resolved content before sending. You can also turn any email into a task or attach it to an existing one.

Composing a New Email

1. 1On the Email page, click New Email in the top right
2. 2

   Fill in the email fields:

   • To (required) — type or paste email addresses, pressing Enter, Tab, or comma to add each one
   • Cc — click the Cc toggle to reveal the Cc field and add recipients the same way
   • Sub — enter the email subject line
3. 3Write your message in the rich text editor below the subject line. The toolbar provides formatting options including bold, italic, underline, strikethrough, bullet list, numbered list, and link insertion
4. 4Click Send to deliver the email

Using a Template

If your organisation has email templates configured, a Use a template... dropdown appears at the top of the compose dialog.

1. 1Select a template from the dropdown
2. 2The subject and body are populated with the template content
3. 3If the template contains merge fields (e.g. {{client.name}}), the Merge field context section appears automatically
4. 4Expand Merge field context and select a Client and optionally a Contact to resolve the merge fields
5. 5Click Preview to see the email with all merge fields replaced by real values
6. 6Click Back to editor to return to editing, or click Send when ready

Creating a Task from an Email

1. 1Open an email from the inbox by clicking its row
2. 2In the detail panel, click Create Task
3. 3

   In the dialog, fill in the task fields:

   • Client (required) — select a client. If the email has been filed, the client is already set. Otherwise, any suggested match is pre-selected
   • Title (required) — defaults to the email subject
   • Priority — Low, Normal, High, or Urgent (defaults to Normal)
   • Due Date — pick a deadline from the calendar
   • Assignee — select a team member
   • Description — pre-filled with the sender details and email snippet
4. 4Optionally toggle Log time to record time spent. Choose a duration preset when enabled
5. 5Click Create Task to save

Attaching an Email to an Existing Task

1. 1Open an email from the inbox by clicking its row
2. 2In the detail panel, click Attach to Task
3. 3

   In the dialog, fill in the fields:

   • Client (required) — select a client to filter the task list. If the email is already filed, the client is locked to the filed client
   • Task (required) — search and select from the client's tasks
4. 4Optionally toggle Log time and choose a duration preset
5. 5Click Attach to Task to save

What's Next?

• Email Inbox — filter and file incoming emails
• Email Templates — create reusable templates with merge fields
• Email Campaigns — send bulk emails to filtered audiences