Email the person linked to a case without leaving the case page. Plinth keeps a record of the email on the case, so the rest of the team can see what was sent.
Send an email
Open the case.
Click Send email in the quick actions.
Enter a Subject and a Message.
Click Send.
The email is signed with your name and email address, and replies come straight to you.
What happens next
The member receives the email from your organisation, signed with your name.
A note with the subject and message appears in the case's activity feed.
Good to know
Links and images can't be included. Link text is kept, and a web address typed as plain text is fine.
Send email is greyed out if the member has no email address. Add one to their profile first.
Your own account needs an email address.