Viewing Personal Information
- From : The logged-in user's outgoing default email account
- Date : The date the message is being sent
- To : The primary email address of the originating record (if available)
- Subject : The name of the originating record
- Body : "Here is the file you requested (You can change this text)"
- Attachment : The PDF file created from the originating record The file's name will appear as "Email Attachment : {originating_record_name}_{template_name}.pdf"; for example, "Email Attachment : Acme_25_units_Customer_invoice.pdf".
- The file's name will appear as "Email Attachment : {originating_record_name}_{template_name}.pdf"; for example, "Email Attachment : Acme_25_units_Customer_invoice.pdf".
- Teams : The logged-in user's default team(s)
- Assigned To : The Sugar user assigned to the email record
- Related To : The originating record and its module