Send email from a record
The composer modal opens when you click Send email on any record. It carries the to/cc/bcc fields, a rich-text body editor, a Preview HTML toggle, and three attachment sources — uploaded files, the record's existing files, and the Standard Documents library.
Visible on Person, Organisation, Placement, Order, and Incident edit pages. The To field pre-fills from the record's email (person.email, org.email, billToPerson.email, or billToOrg.email). If the record has no resolvable email, the Send button doesn't appear at all.
Template picker at the top of the form appears when one or more templates apply to this record type. Picking a template pre-fills the subject + body; you can keep editing before sending. Templates are filtered to your groups + entity-type match — see Email templates.
From + Reply-To = your own email address. Replies skip FlecBase entirely and land in your inbox. The mailto: link on the email field stays alongside the Send button if you'd rather use your local mail client for a one-off.
All attachments — whether you uploaded them fresh, picked them from the record, or grabbed them from the Standard Documents library — go out as real email attachments. Every file_id is also written to the comm_log row's attached_file_ids JSON column so the audit trail is exact.
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